Individual Retirement Accounts - IRAs
Strategies for maximizing your Individual Retirement Account (IRA’s) Investments, Tax Savings and Timing of Required Minimum Distributions
Found 387 Articles.
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Know When an IRA Conversion Is Most Likely to Pay Off
Near the end of the year, many people consider whether to convert a traditional IRA to a Roth IRA. IRA owners should look through- out the year for good opportunities to convert all or part of an IRA, but interest seems to increase at year’s end. Many variables determine whether a conversion will pay off […]
Eight Beneficiary Designation Mistakes to Avoid
Beneficiary designation mistakes are among the most frequent causes of estate and retirement plan problems, yet they are easy to avoid. The beneficiary designation, not your will or living trust, decides who inher- its retirement plans, such as IRAs and 401(k)s, and some other assets. Too of- ten, someone has a well-written will and living […]
11 Questions to Ask IRA Custodians
There can be time bombs and trap doors in your individual retirement accounts (IRAs). They are easy to find. Often, people don’t learn about them until it’s too late because they don’t know the questions to ask. Most people know to ask about the basic issues. They look for annual account fees, restrictions on investments, […]
7 Critical Year-End Questions for Your IRA and 401(k)
It is the last quarter of the year, so there are some critical questions about IRAs and 401(k)s that should be asked and answered. And that could potentially mean key actions to take the rest of this year, and early in 2023. Retirement plans are among the most valuable assets of most people, so it’s […]
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Critical Year-End Questions for IRA and 401(k) Owners
It is the last quarter of the year, so there are some critical questions about IRAs and 401(k)s that should be asked and answered. Plan key actions to take the rest of this year and early in 2023. Retirement plans are among the most valuable assets of most people, so it’s important to manage them […]
5 Reasons to Reconsider Converting a Traditional IRA or 401(k) to a Roth IRA
An IRA or 401(k) conversion isn’t a one-time decision. The decision needs to be reconsidered during the year as circumstances change. The market volatility of 2022 should cause you to review conversion decisions, no matter what your decision was earlier in the year. The factors discussed in this article might cause you to do a […]
What You Need to Know About RMDs in 2022 (Required Min. Distributions)
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The Key Differences Between Roth IRAs and Roth 401(k)s & Why They Matter
Many employers now offer Roth versions of their 401(k) plans. Though many people believe Roth IRAs and Roth 401(k)s (known formally as designated Roth 401(k) plans) are identical, there are important differences between the two types of retirement plans. You likely already know the basic differences between Roth-type accounts and traditional IRAs and 401(k)s. In […]
