Strategies for maximizing your Individual Retirement Account (IRA’s) Investments, Tax Savings and Timing of Required Minimum Distributions
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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 […]
Rollovers from 401(k) accounts are the main reason IRAs are among the most valuable assets many retirees own. When people leave a job, for either a new one or retirement, they often roll over the 401k balance to an IRA. To maximize the value of your IRAs in retirement, you need to maximize 401k account […]
Many deductions for charitable contributions are going to be disallowed, because too many people still don’t know and aren’t following the rules. The IRS issued new paperwork requirements during the George W. Bush administration and uses them to deny deductions to people who miss a few details. Under the rules, it doesn’t matter if you can prove you really did make […]
It is time to button down your individual retirement arrangements (IRAs) and be sure you make all the right moves by the end of the year. IRAs are one of the two or three most valuable assets owned by most households. Relatively small differences can compound to substantially change the value of your nest egg. That’s why it’s important not to miss […]
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Individual retirement accounts (IRAs) become more complicated as balances increase and distributions are taken. It’s good to know some key rules so you won’t trigger additional taxes and penalties or miss some grand opportunities you didn’t know were available. Examples of people making IRA mistakes come my way almost every day in court cases, IRS […]
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 […]
We haven’t seen details of a tax reform bill, but there are some persistent rumors. One proposal is to reduce the Stretch Roth IRA. The Stretch Roth IRA is a great estate planning tool. You convert a traditional IRA to a Roth IRA, paying income taxes now and leaving your beneficiaries a tax-free source of income. […]
The potential for major tax reform or tax cuts makes it harder to decide this year whether to convert a traditional IRA to a Roth IRA. Congressional leaders and President Trump say they are determined to push through tax reform this year. We don’t know details yet, but it’s clear that individual income tax rates […]
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