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IRA’s and 401 (k) Rollovers

IRA’s and 401 (k) Rollovers. 3. F. E. Foundation for Financial Education. www.f3eonline.org | info @f3eonline.org | 240-499-0390. Common IRA Misconceptions. Tax free growth(deferred/free/deductible) Pass wealth beyond spouse Stretch IRA Required Minimum Distributions.

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IRA’s and 401 (k) Rollovers

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  1. IRA’s and 401 (k) Rollovers 3 F E Foundation for Financial Education www.f3eonline.org | info@f3eonline.org | 240-499-0390

  2. Common IRA Misconceptions • Tax free growth(deferred/free/deductible) • Pass wealth beyond spouse • Stretch IRA • Required Minimum Distributions

  3. Roth Accounts • New vs. Old (5 year rule) • Who Qualifies? • Roth Conversion 2010 • Tax Liability

  4. Mid-Air Conversion • 3-Step process • Future considerations • Market volatility • Niche products

  5. To be mentioned…. • Non-deductible aggregation • Non-deductible conversion for higher income earners can be repeated every year. *Fill up your tax bucket to maximize your bracket.

  6. Exit Strategy • 3 Step for withdrawl • Passing on to heirs • Gifting/Life Insurance

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