{"id":3336,"date":"2024-11-21T14:08:24","date_gmt":"2024-11-21T19:08:24","guid":{"rendered":"https:\/\/nancyfeltz.com\/?page_id=3336"},"modified":"2025-01-03T17:35:05","modified_gmt":"2025-01-03T22:35:05","slug":"retirement","status":"publish","type":"page","link":"https:\/\/nancyfeltz.com\/index.php\/client-handouts\/retirement\/","title":{"rendered":"Retirement"},"content":{"rendered":"\n<div class=\"wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-66aa8cb\" data-block-id=\"66aa8cb\"><style>.stk-66aa8cb {height:100px !important;}<\/style><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-5a2ead8\" id=\"retirement-click-titles-to-see-the-content\" data-block-id=\"5a2ead8\"><h2 class=\"stk-block-heading__text\">Retirement (click titles to see the content)<\/h2><\/div>\n\n\n\n<details class=\"wp-block-stackable-accordion stk-block-accordion stk-inner-blocks stk-block-content stk-block stk-be79a3e 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class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-720f8f3\" id=\"individual-retirement-accounts-beneficiaries-of-ir-as-and-qualified-plans\" data-block-id=\"720f8f3\"><h4 class=\"stk-block-heading__text\">Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans<\/h4><\/div>\n\n\n\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-39118f8\" data-block-id=\"39118f8\"><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-39118f8\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-39118-f-8-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-39118-f-8-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg data-prefix=\"fas\" data-icon=\"chevron-down\" class=\"svg-inline--fa fa-chevron-down fa-w-14\" 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class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-3acf7bcb-bd71-4d1c-8f3f-3b6e0e103916\">Download<\/a><\/div>\n<\/div><\/div><\/div>\n<\/details>\n\n\n\n<details class=\"wp-block-stackable-accordion stk-block-accordion stk-inner-blocks stk-block-content stk-block stk-a084d67 is-style-shadow\" data-block-id=\"a084d67\"><style>.stk-a084d67:hover{box-shadow:0px 2px 20px rgba(153, 153, 153, 0.2) !important;}:where(.stk-block-accordion.stk--is-open) .stk-a084d67{box-shadow:0px 2px 20px rgba(153, 153, 153, 0.2) !important;}<\/style>\n<summary class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-9c2da4a stk--container-small stk-block-accordion__heading\" data-v=\"4\" data-block-id=\"9c2da4a\"><style>.stk-9c2da4a-container{padding-top:16px !important;padding-right:16px !important;padding-bottom:16px !important;padding-left:16px !important;}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-9c2da4a-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-9c2da4a-inner-blocks\">\n<div class=\"wp-block-stackable-icon-label stk-block-icon-label stk-block stk-5d71cd6\" data-block-id=\"5d71cd6\"><div class=\"stk-row stk-inner-blocks stk-block-content\">\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-2ae8e78\" id=\"individual-retirement-accounts-kinds-of-ir-as-and-prohibited-transactions\" data-block-id=\"2ae8e78\"><h4 class=\"stk-block-heading__text\">Individual Retirement Accounts &#8211; Kinds of IRAs and Prohibited Transactions<\/h4><\/div>\n\n\n\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-9e1962e\" data-block-id=\"9e1962e\"><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-9e1962e\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" 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class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-a9ca6f6 stk--container-small stk-block-accordion__heading\" data-v=\"4\" data-block-id=\"a9ca6f6\"><style>.stk-a9ca6f6-container{padding-top:16px !important;padding-right:16px !important;padding-bottom:16px !important;padding-left:16px !important;}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-a9ca6f6-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-a9ca6f6-inner-blocks\">\n<div class=\"wp-block-stackable-icon-label stk-block-icon-label stk-block stk-462989b\" data-block-id=\"462989b\"><div class=\"stk-row stk-inner-blocks stk-block-content\">\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-fd51a34\" id=\"individual-retirement-accounts-required-minimum-distributions-rm-ds\" data-block-id=\"fd51a34\"><h4 class=\"stk-block-heading__text\">Individual Retirement Accounts &#8211; Required Minimum Distributions (RMDs)<\/h4><\/div>\n\n\n\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-59aaa36\" data-block-id=\"59aaa36\"><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-59aaa36\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-59-aaa-36-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-59-aaa-36-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg data-prefix=\"fas\" data-icon=\"chevron-down\" class=\"svg-inline--fa fa-chevron-down fa-w-14\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 448 512\" aria-hidden=\"true\" width=\"32\" height=\"32\"><path fill=\"currentColor\" d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/div><\/span><\/div>\n<\/div><\/div>\n<\/div><\/div><\/summary>\n\n\n\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-95c903f stk-block-accordion__content\" data-v=\"4\" data-block-id=\"95c903f\"><style>.stk-95c903f-container{padding-top:0px !important;padding-right:16px !important;padding-bottom:16px !important;padding-left:16px !important;}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-95c903f-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-95c903f-inner-blocks\">\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" 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content) Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans Individual Retirement Accounts &#8211; Kinds of IRAs and Prohibited Transactions Individual Retirement Accounts &#8211; Required Minimum Distributions (RMDs)<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3327,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3336","page","type-page","status-publish","hentry"],"blocksy_meta":{"has_hero_section":"enabled","hero_elements":[{"id":"custom_title","enabled":false,"heading_tag":"h1","title":"Home","__id":"dVqBhiRWlgtaNHfyJuevK"},{"id":"custom_description","enabled":true,"description_visibility":{"desktop":true,"tablet":true,"mobile":false},"__id":"_3GcMqs8-iMV24ZKZg7GU"},{"id":"custom_meta","enabled":false,"meta_elements":[{"id":"author","enabled":true,"label":"By","has_author_avatar":"yes","avatar_size":25},{"id":"post_date","enabled":true,"label":"On","date_format_source":"default","date_format":"M j, Y"},{"id":"updated_date","enabled":false,"label":"On","date_format_source":"default","date_format":"M j, 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