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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What Every Spouse Needs to Know About Inheriting an IRA
Many mistakes are made with inherited individual retirement accounts (IRAs). The rules aren’t straightforward or intuitive, so people often make the wrong decisions, resulting in thousands of dollars of taxes unnecessarily paid to the Internal Revenue Service (IRS). Bottom line: Your loved ones need to know what to do when they inherit an IRA. Knowing […]
6 Misunderstood IRA Rules and Strategies
IRAs aren’t the simple vehicles they seemed when they were new. Baby Boomers have reached the stages of life when the rules are more complicated and full of pitfalls. Here’s a guide to the top questions people are asking and mistakes many are making. Required minimum distribution mistake #1. Most taxpayers have to take a […]
IRA Investment Types and Transactions
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. […]
Contributing to Roth IRAs Q&A
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. […]
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IRA Quick Reference Guide Offers Tips for Contributing to Roth IRAs
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. […]
After Tax Contributions to Traditional IRA
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. […]
What are Basic Points about the Deductibility of Traditional IRA Contributions?
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. […]
Deductibility of Traditional IRA Contributions on Federal Tax Return
The Investment Company Institute (ICI) reported in June 2017 that total US retirement assets exceeded $26 trillion and accounted for 34% of all household financial assets as of March 31, 2017. The largest share of these retirements assets – 31% or $8.17 trillion – was allocated into Individual Retirement Accounts (IRAs). This is the first […]
