Inherited IRA Distribution Rules (aka “Death is Only the Beginning”)
This decision table summarizes the complex United States federal laws and regulations pertaining to distribution requirements applicable to beneficiaries of inherited individual retirement accounts (IRAs) and defined contribution plans.
Updated: July 27, 2024
Roth IRA Distribution Rules
This table summarizes rules pertaining to United States federal income taxation, penalties, and qualified exceptions applicable to distributions from Roth individual retirement accounts (IRAs), organized by distributions of principal (contributions or conversions) and earnings.
Updated: July 29, 2024
Financial Planning for Early Career Medical Professionals
A presentation slide deck overviewing important considerations in financial planning and general investment principles. While geared towards early career medical professionals, the information contained within this presentation is also applicable to individuals not engaged in the medical professions and at any stage in life.
Updated: June 13, 2024