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Time Running Out for 2009 RMD Relief

Time Running Out for 2009 RMD Relief

by Kristine McKinley | Nov 26, 2009 | Retirement, Taxes

People who received unwanted RMDs in 2009 have just a few days left to roll those RMDs back into their IRAs, thus eliminating the tax bill from the original distribution. RMDs Suspended The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) suspended required...

Donating Your RMD To Charity – Law Extended for 2008 & 2009

by Kristine McKinley | Dec 1, 2008 | Taxes

Update:  The Tax Relief Act of 2010 extends the ability to donate your RMD to charity for both 2010 and 2011.  For more information, please read “Yes You CAN Donate Your 2010 RMD to Charity”. The Pension Protection Act of 2006 allows IRA owners age 70 1/2...

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Beacon Financial Advisors is a registered investment adviser with the State of Missouri and the State of Kansas and may transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
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Beacon Financial Advisors
Kristine McKinley
Certified Financial Planner
Kansas City, Missouri