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


Jul. 23, 2021

Don’t Make This IRA Rollover Mistake

IRA rollovers are a popular retirement planning tool, but there are some rules to be aware of so that you…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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May. 7, 2021

4 Steps to Take to Avoid Paying the Required Minimum Distribution Penalty

If you’re retired and over age 72, you’re probably aware that you’re required to take a certain amount from tax-deferred…

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Apr. 30, 2021

Eight Things to Know About the Roth IRA

One of the most recent additions to the list of retirement investment options, the Roth IRA was established just over…

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Mar. 25, 2021

The Number One Reason People Take Early Distributions From Retirement Accounts

Although withdrawing money from retirement savings before reaching retirement age can result in some hefty tax implications, sometimes it’s necessary to…

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Mar. 25, 2021

Required Minimum Distributions in 2021

Last year, the passage of the CARES Act waived required minimum distributions (RMDs) for everyone. However, that waiver has ended, and…

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Mar. 12, 2021

The SECURE Act Changed Retirement for 2020 and Beyond. Here’s What You Need to Know.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bill that passed Congress and was signed by then-President Trump…

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Feb. 5, 2021

Understanding the difference between a Tax Deduction and a Tax Credit (and why it’s important to know now)

President Biden and Treasury Secretary Yellen are looking to make some changes to the way that Americans save for retirement.…

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Jan. 8, 2021

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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Dec. 18, 2020

10 Tax Planning Ideas to Consider Before 2021

With tax rates currently at historic lows and almost certain to get higher in the near future, particularly on high earners…

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