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Retirement Products

Bankruptcy

IRAs and qualified plans have somewhat different rules regarding bankruptcy and creditor protection.

Beneficiary

Spouse? Non-spouse? Non-person? All can be named as IRA beneficiaries; however, tax treatment can vary.

Estate Tax

Like all assets, IRAs must be considered part of the estate plan. But to whom the account is left can make a significant difference.

IRA versus Qualified Plan Beneficiary Rules

Are there different rules when it comes to naming an IRA beneficiary versus a qualified plan beneficiary?

Naming a Trust

Why would an IRA account owner want to name a trust or non-person as their beneficiary?

Net Unrealized Appreciation

When appreciated company stock is a portion of a retirement plan distribution, recipients may benefit by transferring the shares to a brokerage account while rolling the non-stock assets to an IRA. A special provision known as net unrealized appreciation (NUA) allows a plan participant to potentially take advantage of lower tax rates.

Penalty-Free Withdrawals

Not all pre-59½ IRA distributions are subject to a 10% penalty. There are a number of exceptions. We describe each of the exceptions here.

 

OPEN AN IRA

  1. Complete the writable IRA Application

  2. Print and send to Lord Abbett by mail, fax, email or use our Free FedEx shipping option

  3. You’ll receive a confirmation once your IRA is established

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