Individual Retirement Accounts - IRAs
Strategies for maximizing your Individual Retirement Account (IRA’s) Investments, Tax Savings and Timing of Required Minimum Distributions
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7 Critical Year-End Questions for Your IRA and 401(k)
It is the last quarter of the year, so there are some critical questions about IRAs and 401(k)s that should be asked and answered. And that could potentially mean key actions to take the rest of this year, and early in 2023. Retirement plans are among the most valuable assets of most people, so it’s […]
What You Need to Know About RMDs in 2022 (Required Min. Distributions)
******************************************** Special Announcement from the Publisher I am thrilled to announce the launch of our Eagle Investing Network YouTube Channel. You’ll find lots of great videos to help you navigate the markets and become a better investor. Click here now to check it out — and be sure to subscribe so you don’t miss any […]
The Key Differences Between Roth IRAs and Roth 401(k)s & Why They Matter
Many employers now offer Roth versions of their 401(k) plans. Though many people believe Roth IRAs and Roth 401(k)s (known formally as designated Roth 401(k) plans) are identical, there are important differences between the two types of retirement plans. You likely already know the basic differences between Roth-type accounts and traditional IRAs and 401(k)s. In […]
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A Little-Known Way To Supercharge Your IRA
Many people could achieve a couple of retirement finance goals by adding a qualified longevity annuity contract (QLAC) to their IRAs. Even if you never buy one, you should look at QLACs and know their advantages and disadvantages. (Qualified longevity annuity contracts were created in regulations issued by the IRS in 2014.) They’re an IRS-approved […]
How To Minimize Your Taxes in the The Roth IRA Conversion Strategy
*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
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 […]
The IRA Rules Are Tricky (What You Need To Know)
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 […]
