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10 Result(s) in the “Tax Planning” Category


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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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)…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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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