Have you changed your mind on that 2010 Roth conversion? Do you regret converting your retirement money to a Roth IRA? Don’t miss the deadline to really change your mind and recharacterize your Roth conversion.
Continue Reading →As the Roth debate continues it is time to look at more than just the math of tax rates, time and rates of return. Don’t sell yourself short. There is much more to consider when using this powerful tool.
Continue Reading →Do you know how to move your retirement money without paying income tax? Not all rollovers are alike.
Continue Reading →Do you know if your retirement plan is a Qualified Retirement Plan? Whether your employer provides a retirement plan, you have an IRA or an annuity, you may be surprised at the answer.
Continue Reading →Can I borrow money from my IRA? How much with be withheld when I withdraw money from my IRA or retirement plan? How do I file my tax return with IRA withdrawals?
Continue Reading →Everything you really need to know about making last minute IRA contributions to save on taxes. All the details you need. Don’t miss this article. Make sure you understand the eligibility requirements, the ability to deduct IRA contributions to lower taxes. There is even a Savers Credit for eligible taxpayers.
Continue Reading →IRA and retirement account Required Minimum Distributions can be confusing. Do you know when they are due? How about in your first required year to take the distribution? What do you do if you miss one?
Continue Reading →Forced to tap into your IRA early last year? Now the IRS wants to penalize you with more tax? Make sure you know when you are exempt from being slammed with tax penalties on your IRA.
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