Compensation Strategies Group, Ltd.
Nicholas Pension Consultants
Nova 401(k) Associates
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|Techniques for Asset Retention Using Required Minimum Distributions (PDF)|
Still River Retirement Planning Software
July 1, 2002
5 pages. Excerpt: The new Required Minimum Distribution rules issued last April provide fewer taxpayer options, and therefore fewer opportunities to maximize assets, than the 1986 regulations allowed. However, there are still ways to reduce distributions or to time distributions that will maximize asset retention ... Let's look at three techniques ... #1: Timing of the Initial Distribution ... #2: The Inherited IRA ... #3: Active RMD Management ...
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