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IRAs: A Quick Reference Guide

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9 Ways to Trim Taxes and Maximize Benefits from RMDs

June 9, 2020

Required minimum distributions (RMDs) from IRAs weren’t simplified or changed in the new tax law. Taxpayers ages 70½ and older still have to take these distributions from traditional IRAs and other qualified retirement plans, 401(k)s included, whether they need the money or not. The good news is we still have strategies to simplify RMDs and […]

How Tax Reform Changes IRA Conversions

May 1, 2018

Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]

Tax

IRA-Related IRS Tax Forms: Appendix

February 5, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

Estate Planning

IRA-Related Acronyms: Appendix

February 5, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

IRAs

IRAs: A Quick Reference Guide: Final Notes

February 5, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

IRAs

IRAs: Administration and Custodial Issues

February 4, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

estate planning

Naming IRA Beneficiaries Q&A

February 3, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

planning process

Naming IRA Beneficiaries

January 24, 2018

    https://www.retirementwatch.com/IRAs-quick-reference-guide-q/         Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and  IRA Quick Reference Guide. […]

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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