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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 352 Articles.
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6-misunderstood-ira-rules-and-strategies

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 […]

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 […]

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IRAs

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 […]

The Little-Known Way to Quickly Build a Large Roth IRA

August 31, 2021

A little-known strategy can help many people quickly generate large Roth IRAs. Some call it the Back Door Roth IRA and others call it the Mega Roth IRA, though both those nicknames also are used for other strategies. Some even call it the Mega Back Door Roth IRA. Whatever name you want to give it, […]

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