The fundamentals of required beginning date planning

Article Abstract:

This article provides detailed information to aid in the planning of IRA required beginning dates and elections. Persons born before July 1929 and after June 1928 must make elections by Apr. 1, 2000. Differences resulting from different elections concerning choice of beneficiary and calculation method are visually displayed on charts and discussed in the text.

Commercial Banks, Investment Banking and Securities Dealing, Bank Individual Retirement Accounts, Statistical Data Included, Individual retirement accounts, Tax elections

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The baby boomers are coming

Article Abstract:

The baby boomer generation is reaching retirement age and engaging estate, tax, and financial planners. Planners may likely need to address issues regarding property ownership forms, means of property disposition, insurance, IRAs, and beneficiary designations. Resolution of these issues are necessary to serve personal planning and tax savings goals.

Finance, Baby boom generation

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Strategies for concentrated low-basis stock positions

Article Abstract:

The author discusses taxation problems of employees holding employer stock with low basis. Several planning solutions are offered to reduce the tax burden upon gain recognition.

Methods, Taxation, Stocks, Recognition of gain or loss (Taxation), Recognized gain or loss (Taxation), Basis (Taxation)

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