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Individual Retirement Accounts - IRAs

Strategies for maximizing your Individual Retirement Account (IRA’s) Investments, Tax Savings and Timing of Required Minimum Distributions

Found 342 Articles.
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Estate Planning

How To Minimize Your Taxes in the The Roth IRA Conversion Strategy

March 20, 2022

*Note: At the end of today’s story (Part 2 on how to convert your traditional IRA to a Roth with minimal tax burden), I highly recommend you take a moment to watch a new video I filmed alongside NFL Hall of Fame quarterback Fran Tarkenton. Meantime, here’s the follow-up to last week’s Retirement Watch Weekly. […]

How To Convert Your IRA to a Roth – Without Taking a Tax Hit

March 13, 2022

What stops people from converting all or part of a traditional IRA or 401(k) to a Roth IRA? For many, it’s the cost of doing so. And yet, a few simple strategies, while staying alert for opportunities, can dramatically reduce the cost of converting an IRA. As you know, income taxes are the cost of […]

Estate Planning

The IRA Rules Are Tricky (What You Need To Know)

February 6, 2022

In last week’s Retirement Watch Weekly, I shared some oversights and missed opportunities that can easily trigger unnecessary taxes. I get a lot of reader questions about IRAs and taxes, so to help all of us get on the same page, let’s today cover more costly mistakes to recognize and avoid… Non-traditional investments Some assets […]


4 IRA & Retirement Account Mistakes You Might Make in 2022

January 30, 2022

Every day, retirement account owners and beneficiaries trigger unnecessary taxes and penalties through mistakes, oversights and missed opportunities. And while IRAs, 401(k)s and other retirement accounts are among the most valuable assets most people own… They’re also are among the most complicated and misunderstood. The mistakes and oversights can occur at every stage of IRA […]


In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

Keep Your Nest Egg Safe from the IRS Money Grab

January 4, 2022

To access the Special Report, please click the PDF below. […]

6 Year-End Strategies for IRAs and 401(k)s

December 5, 2021

Retirement plans are in the news a lot these days, and it’s more important than usual this year for many owners of IRAs and other retirement plan accounts to focus on year-end strategies. Congress is considering raising income tax rates and eliminating many long-time retirement planning strategies. You need to consider the potential changes in […]

Estate Planning

Could Your IRA & 401(k) Wind Up Paying Off Your Heirs’ Creditors?

November 28, 2021

As part of your estate plan, you need to consider whether it’s possible your IRA or 401(k) could end up in the hands of creditors of one of your heirs. A general rule is that qualified retirement plans are exempt from bankruptcy claims. But that general rule applies only to the original owner of the […]


Beware: Scams Targeting Self-Directed IRAs

November 7, 2021

Interest in true self-directed IRAs is increasing, and that naturally is increasing the number of scams targeting self-directed IRAs. The scams target primarily retirees and older Americans. A true self-directed IRA is one that essentially can invest in any asset allowed under the tax code. The tax code prohibits an IRA from owning only life […]

June 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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