From: "Marshall Farr" <farrm@cpcug.org>
Subject: Reaching age 70.5 in Dec 98
Date: Wed, 16 Sep 1998 01:16:31 -0400
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I was 70 in June 98, and I know I have to start divesting myself of some of my IRA and Keogh investments. Can someone point me to an appropriate web site (or any other source of definitive info) that gives an understandable explanation of the process and the actuarial choices one has to select from? What forms need to be filed? I assume one gets them from IRS, but I wrote them over 5 weeks ago, and haven't received a response of any kind. Are all tax-deferred retirement investments such as IRAs and Keoghs counted together in order to compute the current value of one's relevant investments? As of what point in time does one figure that current value? Do any of the large fund operations such as Dreyfus, Vanguard, Fidelity, etc issue any free or low-cost booklets that explain how, when and what? Thanks. Marshall Farr <farrm@cpcug.org> - -
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