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Getting Around the Stretch IRA Block
Making Your Money Last Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Making Your Money Last -
An RMD Deadline is Looming – And Missing It Could Cost You Big Bucks
required minimum distributions (RMDs) If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
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Boost Your Retirement Savings for 2021, 2022
Financial Planning The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
Financial Planning -
I Contributed Too Much to an IRA – What Should I Do?
IRAs The rules on excess IRA contributions can be confusing. But if you act early, you can minimize any effect on your taxes.
IRAs -
The Pitfalls of Self-Directed Roth IRAs
IRAs If a typical Roth IRA doesn’t give you the investment opportunities you’re looking for, a self-directed Roth IRA might be of interest. However, you’d better know what you’re doing.
IRAs -
The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
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I Inherited an IRA. Now What?
Financial Planning Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.
Financial Planning -
7 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks Nearly 60% of taxpayers expect a refund this year, and many will receive a larger amount.
Tax Breaks -
12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
retirement
