Facts of Interest

Ex-Wife Gets 401(k) Plan

Ex-Wife Gets 401(k) Plan

How safe is your CD?

How safe is your CD?

Unintended Tax Consequences

Newsletters

whos_the_boss

Who’s the B-O-S-S?

multi-generational_iras

Multi-Generational IRAs

ira_mistakes_to_avoid

Common IRA Mistakes That Can Be Avoided

White Papers

ats_who_inherits_your_ira

Who Inherits Your IRA, the IRS or your Heirs?

Annuities v CDs

Long-Term Care

ATS LTC Info-Graphic

LTC Information

ATS LTC Poster

LTC Solutions

Beneficiaries Tables

 
 

Government Resources

IRS Website
Official website for the Internal Revenue Service

IRS Publication 590-A
Contributions to IRAs

IRS Publication 590-B
Distributions from IRAs

IRS Publication 560
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 575
Pension and Annuity Income

Social Security Website
Official website for the Social Security Administration

 

Recommended Calculators

Required Minimum Distributions (RMDs)

72t.net RMD Calculator

FINRA RMD Calculator

72(t) Substantially Equal Periodic Payments (SEPPs)

72t.net SEPP Calculators

Bankrate SEPP Calculator