Mutual Funds: Glossary of Commonly Used Mutual Fund Terms
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Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
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Tutorial: Roth IRA Summary
Roth IRAs can be established by anyone. However, only eligible individuals can make regular Roth IRA contributions Custodians are subject to certain disclosure requirements when
Tutorial: Roth IRA Distributions
Distributions from Roth IRAs are tax and penalty-free, if the distribution is qualified. For non-qualified distributions, the ordering rules must be used to determine if
Tutorial: Roth IRA Rollovers and Transfers
In addition to regular contributions and conversions, Roth IRAs can be funded via transfers and rollovers. This section explains the rollover and transfer rules that
Trustee
The definition of a trustee depends on the capacity in which the party is serving. Trustee includes : Banks and trust companies serving as trustees
Tutorial: Roth IRA Reconversions
A reconversion is a conversion of IRA funds that were converted, recharacterized and converted (again). If an amount is reconverted, the IRA owner is taxed on the
Tutorial: Roth IRA Conversions
A Roth IRA conversion is a movement of assets from any of the following accounts to a Roth IRA. A traditional IRA A SEP IRA
Tutorial: Funding Roth IRAs: Roth IRA Contributions
A regular contribution is what an individual adds to his Roth IRA based on his income or compensation received for the year. For instance, if
Tutorial: Roth IRA Contributions, Conversions, Rollovers, and Transfers
A Roth IRA can be funded from several sources. These include: Regular Roth IRA contributions often referred to as Participant Roth IRA Contributions. This includes:
Tutorial: How to Establish a Roth IRA. Policies and Procedures
The actual procedure that applies to establishing a Roth IRA is determined by the financial institution with which the Roth IRA is established. Many financial
