May. 16, 2022
Could Congress Make the Roth IRA Taxable?
We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…
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10 Result(s) in the “Tax Planning” Category
Apr. 3, 2022
Avoiding the 10% Early Distribution Penalty for Spouse Beneficiaries of IRAs and Employer Plans
Distributions from an IRA or employer-sponsored retirement plan (employer plan) are subject to a 10% additional tax (early distribution penalty)…
Mar. 18, 2022
Types of Retirement Accounts: The Three Tax Treatment Buckets
According to Nationwide’s 2019 Tax-Efficient Retirement Income Study, 28% of respondents were “terrified” about the impact of taxes on their retirement…
Jan. 7, 2022
Forgot to Take Your Required Minimum Distribution? Here’s What You Can Do
It’s not unusual to forget or overlook your Required Minimum Distribution obligation. Perhaps you are a beneficiary of a tax-deferred account and…
Jan. 7, 2022
Changes to Retirement Plan Maximums and Social Security Benefits for 2022
You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…
Oct. 22, 2021
Why You Should Consider a Roth IRA Conversion Before Year’s End
If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…
Oct. 8, 2021
Have You Heard About the “Rich Person’s Roth?”
A Roth IRA is one of the best ways to minimize taxes, but many people earn too much to qualify…
Sep. 24, 2021
When Should You Perform a Roth IRA Conversion?
We often talk about Roth IRAs – and for good reason, as they are a great tool for tax-free earnings…
Sep. 17, 2021
Inherited a Traditional IRA From Your Spouse? Here Are Four Options
If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…
Sep. 17, 2021
3 Ways to Prepare Your Investments for Potential Tax Hikes
The coronavirus pandemic has touched every aspect of our lives. From a financial perspective, the two biggest effects have been…
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