Internal Revenue Service (IRS) to issue final regulations regarding the conversion of annuity contracts from non-Roth Individual Retirement Accounts (IRAs) to Roth IRAs under Code Section 408A. It states that the $100,000 AGI limit on the conversion of a traditional IRA to a Roth IRA is ...
A traditional IRA is first used to purchase an annuity, and then some months later, the traditional IRA is converted into a Roth IRA. Because of the penalty associated with the surrender of the annuity, the fair market value of the annui... E Lichtig - US 被引量: 42发表: 2003年 New...
Traditional financial planning provides an oversimplified answer inthe 4% Rule, but the latest research into safe withdrawal rates has revealed surprisingly different conclusions. In fact, there are new solutions that will give you more income when you need it most with less risk of running out of...