Tag: IRA
Mar 6, 2017
Financial Planning In Your 30’sWatch this video on YouTube For many young adults, the 30’s are the decade when real adulthood takes over. It’s the decade of family. It’s typical at this stage to be parenting young children, getting...
Sep 26, 2016
Roth IRA Tax Strategies, Part TwoWatch this video on YouTube Last week I covered strategies for when to use Roth IRAs. An additional aspect of Roths is the benefit of being able to do a conversion from a traditional IRA to a Roth. It is best to consider doing a Roth...
Sep 19, 2016
Roth IRA Tax Strategies, Part OneWatch this video on YouTube When saving money for retirement, taxes are not your friend. Their impact, even for those in lower tax brackets, can significantly reduce one’s retirement income. One of the better vehicles Congress created...
Jan 26, 2015
Strategic IRA WithdrawalsWatch this video on YouTube Last year I reached a significant milestone—age 59 ½, old enough to withdraw money from my IRA’s with no penalty. While I experienced this milestone as bittersweet, it did remind me of the importance of timing...
Feb 9, 2012
The Senate is considering eliminating the “stretch IRA”, a popular estate planning strategy that allows a beneficiary of a non-spouse IRA to stretch out required minimum distributions (RMD) over their life expectancy. The provision requires inherited...
