You need to be logged in to view this video
Winning IRA Strategies for 2016
Released on Saturday, March 5, 2016•RETIREMENT
Managing IRAs, especially during the distribution years, can be tricky and complex. IRAs often are among the most valuable assets of most families, and there are many choices and strategies available. Too many people don't use the optimum strategies or unwittingly violate IRS rules. The result is thousands of dollars in unnecessary taxes and penalties. Robert Carlson will cover required distributions, estate planning, what beneficiaries need to know, the best ways to take distributions, conversions to Roth IRAs, and more.
Robert Carlson
Retirement Watch,
Editor
Robert Carlson is editor of the monthly newsletter and website, Retirement Watch. He is chairman of the board of trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He co-authored Personal Finance After 50 for Dummies (with Eric Tyson). Previous books include Invest Like a Fox...Not Like a Hedgehog and The New Rules of Retirement.
Trending Now
Filter By Category
Filter By Keywords
Loading...