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IRA distribution rules every retiree should know

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IRA distribution rules every retiree should know

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Roth IRA distribution rules are at risk. The proposed changes and the effects they will have are explained here.

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Retirement Planning in 2015: 6 Numbers You Must Know

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McDonald Hopkins :: Estate Planning Alert: Changes to Ohio's asset protection planning -- Effective March 27, 2013

The IRA Distribution Rules Every Retiree Should Know

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If your 401(k) includes employer stock that has significantly appreciated in value from the time you purchased it, you’d do well to speak with an accountant before rolling over your 401(k) or taking distributions from the account. Why? Because under the “net unrealized appreciation” rules, you may be able to take a lump-sum distribution of your 401(k) account, moving the employer stock into a taxable account and rolling the rest of the account into an IRA.