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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 380 Articles.
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every-spouse-needs-know-inheriting-ira

What Every Spouse Needs to Know About Inheriting an IRA

December 1, 2017

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

November 27, 2017

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 […]

Investment types

IRA Investment Types and Transactions

November 21, 2017

    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. […]

ROTH IRAs

Contributing to Roth IRAs Q&A

November 20, 2017

    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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Roth IRAs

IRA Quick Reference Guide Offers Tips for Contributing to Roth IRAs

November 16, 2017

    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. […]

IRA

After Tax Contributions to Traditional IRA

November 15, 2017

    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. […]

Traditional IRA

What are Basic Points about the Deductibility of Traditional IRA Contributions?

November 3, 2017

    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. […]

IRA Contributions

Deductibility of Traditional IRA Contributions on Federal Tax Return

November 2, 2017

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 […]

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