BOL GURU Q & As
- IRS Tax Levy on an IRA?
- Selling Individual Retirement Accounts (IRAs)
- Dormant IRA Savings Accounts
- Correct Factor for IRA Distribution
- IRA Lobby Poster Promo
- What is a Conduit IRA?
- IRA Account Documentation
- IRA Distribution is Part of a Divorce Settlement
- Will Direct Transfer of IRA Incur Penalties?
- IRA CD as Loan Collateral
- Guru Chatter on IRAs (PDF)
- IRA Check Payee Has Died -- Now What?
- IRA Withdrawals Before CD Maturity
- Rollover IRAs and CIP
- IRA Required Minimum Distributions
- Is the Beneficiary of an IRA Taxed on Distribution
- IRA Age Limit
- Annual IRA Beneficiary Review
- Required Minimum Distributions - Unilaterally
- Distributing Decedent's IRA to a Trust
- Consolidating IRA Accounts
- Changes to IRA Accounts
- IRA Customer Died Before Taking RMD
- Renaming an IRA Beneficiary
- CIP & IRAs
- When There's No IRA Beneficiary
- Offset against an IRA
- Non-Spouse IRA Beneficiary: Should you get the spouse's signature?
- Can Beneficiary Transfer IRA CDs?
- Required Disclosures To Advertise FDIC Insured (And Non-Insured) IRAs
- Revocable Trust as Beneficiary: What documents do we need?
- Using An IRA As Loan Collateral
- Coding The Distribution For An IRA Rollover To A QRP
- Can an IRA owner have a Power of Attorney on his/her IRA?
- Can a Power of Attorney be used for an IRA?
- IRAs, FDIC Coverage, and Qualifying Beneficiaries
- IRA Policies
- New IRA Beneficiary Rules
- IRAs, Older Customers, and Penalties Under Reg D
- Change Is in the Air
- Minors and IRAs
- Recharacterization Forms For IRAs
- IRA Forms: In-house vs. Vendor
- ROTH IRA Distributions
- New IRA Forms and RMD Regulations Finalized
- Deadlines for Updating IRA Forms Set, but Model Forms MIA
- IRA Changes: Are disclosures for existing customers required?
- IRA Beneficiary Designations
- IRAs & Required Distributions
- New IRA Required Minimum Distribution Calculation Rules
- Using A Signature Stamp For An Individual With Disabilities
CD ROM Training
IRA Introduction
IRA Administration
ARTICLES
- New IRA Forms and RMD Regulations Finalized
- New Retirement Plan Distribution Regulations
- Can an IRA Be Split Upon Divorce?
- New Law Means More Business
- Old, Moldy, and Out of Compliance
- Deadlines for Updating IRA Forms Set, but Model Forms MIA
- IRA and Pension Distributions: IRS Makes Bold Move in Simplification
MISCELLANEOUS
- IRS Retirement Plans Page
- IRS release - Required Distributions From Retirement Plans ? IRS Final Rule
FORMS
- 5305-SA SIMPLE Individual Retirement Custodial Account
5305-A Traditional Individual Retirement Custodial Account
SIMPLE Individual Retirement Trust Account
Roth Individual Retirement Annuity Endorsement
Roth Individual Retirement Custodial Account
Roth Individual Retirement Trust Account
Traditional Individual Retirement Trust Account
Revised form for the Coverdell (Education) IRA
First published on BankersOnline.com 1/16/03 and updated thereafter.
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