Schedule a Meeting With Daven Sharma or Call 925-400-8333
“Third-Party Posts”
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Abundance Advisers, deems reliable but in no way does Abundance Advisers guarantee its accuracy or completeness. Abundance Advisers had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Abundance Advisers. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Abundance Advisers, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Abundance Advisers) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Abundance Advisers.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
401(k) to IRA Rollover – 3 Buckets
By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have a third bucket to hold after-tax (non-Roth) money....
401(k) Plans Can Now Offer Matching Contributions On Student Loan Payments
By Ian Berger, JD IRA Analyst If you are making student loan repayments, you should ask your employer if it will match those payments in the company’s retirement plan. The SECURE 2.0 Act allows for matching contributions on “qualified student loan payments” (or...
Roth 401(K) Rollovers and the Once-Per-Year Rollover Rule: Today’s Slott Report Mailbag
Sarah Brenner, JD Director of Retirement Education Question: Can I roll over a Roth 401(k) to an existing Roth IRA or does it need to be in its own separate account? When does the 5-year holding period begin for the Roth 401K rollover? Thank you, Elisabeth Answer: Hi...
New Rules Loosen or Eliminate Documentation Rules for See-Through Trusts
Sarah Brenner, JD Director of Retirement Education The new required minimum distribution (RMD) rules recently issued by the IRS include some good news for trusts named as retirement account beneficiaries. A documentation requirement (that tripped up many trustees...
SUCCESSOR BENEFICIARIES AND INHERITED IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Under IRS rules, if I am currently receiving required minimum distributions (RMDs) and die today, my non-spouse beneficiary has 10 years to pay out my IRA. If that beneficiary dies five years later (in August 2029), does the...
New Rules: Aggregating Year-of-Death RMDs
By Andy Ives, CFP®, AIF® IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I wrote about the required beginning date, who takes the year-of-death required minimum distribution (RMD), and the deadline for taking that distribution....
New IRA Aggregation Rule When Doing a Rollover in an RMD Year
Ian Berger, JD IRA Analyst If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum distribution (RMD) is due, the IRS has a surprise for you. RMDs from multiple traditional IRAs (and SEP or...
Roth IRAs and Successor Beneficiaries: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have been getting emails from a few sites pitching their subscriptions. They claim that Roth IRAs will all be taxable in the future. They say there are things you can do to avoid these taxes, but to find out what...
The Roth IRA Advantage Under the Final RMD Rules
Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the 10-year payout rule. Recently released final RMD rules keep the controversial proposed rule that...
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
Financial Services
Insurance Services
Educational Blogs
Educational Videos
Abundance Advisers Location
Pleasanton, California
5700 Stoneridge Mall Rd #360
Pleasanton, CA 94588
Office: 925-400-8333
info@abundanceadvisers.com
