IRA Blog

The Zombie Rule

  By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a...

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Nuances of NUA

We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an...

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