Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
October 05, 2005
Potential Benefits of an Immediate Annuity?Guaranteed lifetime payments- if lifetime annuitization is elected?Access to assets- unscheduled withdrawals may be permitted?Beneficiary protection- death benefit protection may be available?Reduce tax liability- ...
February 01, 2005
More Opportunities for Roth ConversionsThe Internal Revenue Service has opened the door for older, wealthier individuals to convert their traditional IRAs into Roth IRAs. Previously, individuals earning more than $100,000...
October 06, 2004
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?Required Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 05, 2004
Jackson National Adds VA Withdrawal OptionsNU Online News Service, Oct. 5, 2004, 5:42 p.m. EDTJackson National Life Insurance Company, Lansing, Mich., has added the LifeGuard4 and LifeGuard5 guaranteed minimum ...
February 25, 2004
Ernst Analyst: Fixed Annuity Spreads Still TightNU Online News Service, Feb. 25, 2004, 6:48 p.m. EST -- Some big insurers could be having trouble with fixed annuity earnings.[@@]Peter Porrino, an ...
October 29, 2003
Aon: Many Employers Are Freezing DB Pension BenefitsNU Online News Service, Oct. 29, 2003, 3:52 p.m. EST -- More than 20% of sponsors of defined benefit pension plans either have frozen ...
June 04, 2003
Colonial: New Worksite Training Program Boosts Rep ProductionNU Online News Service, June 4, 2003, 1:13 p.m. EDT -- Colonial Supplemental Insurance, Columbia, S.C., a unit of UnumProvident Corp., Chattanooga, Tenn., says ...
March 02, 2003
An IMSA Assessor's Take On Expediting The Renewal ProcessAn IMSA Assessors Take On Expediting The Renewal ProcessBy Dennis M. GronerOf the over 200 member companies of the Insurance Marketplace Standards Association, more than ...
May 28, 2002
BISYS Wins Aetna Contract RenewalNU Online News Service, May 28, 1:58 p.m. -- The BISYS Group Inc., New York, says Aetna Inc., Hartford, has agreed to renew a ...
May 12, 2002
More Clarity And Simplicity In New Required Minimum Distribution RulesMore Clarity And Simplicity In New Required Minimum Distribution RulesNew required minimum distribution regulations were finalized recently by the Treasury Department. The basic methods that ...