{"id":399,"date":"2015-06-22T13:46:03","date_gmt":"2015-06-22T19:46:03","guid":{"rendered":"http:\/\/gpswp.com\/premiernc-2\/?page_id=399"},"modified":"2020-12-07T15:37:08","modified_gmt":"2020-12-07T21:37:08","slug":"downloads","status":"publish","type":"page","link":"https:\/\/gpswp.com\/premierfns\/resources\/downloads\/","title":{"rendered":"Downloads"},"content":{"rendered":"

Fixing a Missed RMD in 5 Easy Steps<\/h4>\n

What is a missed Required Minimum Distribution?<\/p>\n

RMDs must be taken by IRA owners beginning in the year they turn 70 1\/2 and
\nby IRA and Roth beneficiaries beginning in the year after the death of the
\naccount owner. RMDs not taken are subject to a penalty of 50% of the amount
\nnot taken each year.<\/p>\n

Download<\/a><\/p>\n

\n

The Roth Conversion Decision Just Got Tougher<\/h4>\n

As much as we like Roth conversions and encourage individuals to convert,
\nwe do realize that Roth conversions aren\u2019t for everyone. There have always
\nbeen many factors to consider before doing a conversion. With the passage of
\nthe 2012 tax act on January 2, 2013 and with the healthcare surtaxes taking
\neffect in 2013, there are now more factors to consider.<\/p>\n

Download<\/a><\/p>\n

\n

The Last Dow Record<\/h4>\n

Remember the world on Oct. 9, 2007? That was when the Dow Jones
\nindustrial average last set a record high. It was a headier time back then:
\npre-financial crisis, pre-bailouts, pre-Great Recession. A lot has changed
\nsince then, but the Dow, a stock index that is followed as a gauge for the
\nrest of the market, hit its highest close, 14,253.77, on Tuesday, March 5th
\n2013.<\/p>\n

Download<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Fixing a Missed RMD in 5 Easy Steps What is a missed Required Minimum Distribution? RMDs must be taken by IRA owners beginning in the year they turn 70 1\/2 and by IRA and Roth beneficiaries beginning in the year after the death of the account owner. RMDs not taken […]
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