Featured Jobs
|
Compensation Strategies Group, Ltd.
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
|
The Pension Source
|
|
Merkley Retirement Consultants
|
|
DWC ERISA Consultants LLC
|
|
Nova 401(k) Associates
|
|
July Business Services
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
|
BPAS
|
|
EPIC RPS
|
|
BPAS
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Distribution Options in 2021 for Beneficiaries of Traditional and Roth IRAs (PDF)
Gary S. Lesser and Denise Appleby 
[Guidance Overview] May 25, 2021 Detailed 2-page chart showing distribution options in 2021 for various kinds of beneficiaries (a surviving spouse who is the sole primary beneficiary, other named individuals, a trust, etc.) under a traditional or Roth IRA, and how they are affected by the IRA owner's date of death. (Reprinted with permission from the 2021 Supplement to the 9th Edition of the Roth IRA Answer Book, by Wolters-Kluwer.) MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |