From the monthly archives:

December 2009

If you are required to take annual distributions from your retirement plan, remember that these required minimum distributions (RMDs) were suspended for 2009.

 If you’re 70½ or older, you can make a 2009 donation of up to $100,000 directly from your IRA to a charity without treating the donation as a taxable IRA distribution.

 If your income has been too high to let you convert a traditional IRA to a Roth IRA, you’ll qualify for a conversion effective January 1, 2010.  That’s when the $100,000 income limit for such conversions is eliminated and Roth IRA conversions become available to everyone.

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