Friday, November 20, 2009

Extension of time to redeposit RMDs

Required Minimum Distributions (RMDs) were suspended for 2009. If you took an RMD in 2009 (and you do not need the funds), the IRS has allowed you until November 30 to roll it back into your IRA, an extension from the typical 60 days one has to roll over funds. Here’s a link to Ed Slott’s blog where he goes into the details.

If you have any questions, give us a call.

Monday, November 2, 2009

Recent Article

We recently wrote this article for our local paper, The Main Line Suburban. It contains a few ideas on how to manage in the current market environment.