Do I have to Take Required Minimum Distributions (“RMDs”) for a Roth IRA?

June 25th, 2012

With a Roth IRA, one is not required to take required minimum distributions, like a Traditional IRA.  In addition, if a Roth IRA holder passes away and leaves his or her Roth IRA to a spouse, that spouse is not required to take any required minimum distributions (“RMD”) with respect to the Roth IRA.  However, […]

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New Rules for Making Charitable Contributions With Retirement Funds

January 26th, 2011

The qualified charitable distribution provisions were renewed for 2010 and 2011, allowing individuals age 70½ or over to exclude from gross income up to $100,000 that is paid directly from their IRA or 401K

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