Retirement Watch Lighthouse Logo

Individual Retirement Accounts - IRAs

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

Found 356 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

7 Critical Year-End Questions for Your IRA and 401(k)

October 23, 2022

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)

August 28, 2022

******************************************** 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 […]

IRAs

The Key Differences Between Roth IRAs and Roth 401(k)s & Why They Matter

August 21, 2022

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 […]

SUBSCRIBE TO Lifetime Retirement Protection Program

Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.

A Little-Known Way To Supercharge Your IRA

July 10, 2022

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 […]

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 […]

Log In

Forgot Password

Search