“IRAs were established to help Americans save for their future, and retirement savers should take advantage of tax shelters such as IRAs to build and
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Making That First RMD
If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of
Avoid This Common Estate Planning Mistake
“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,
Do I Really Make Too Much to Set Up a Roth IRA?
“If I earn too much to contribute to a Roth IRA, can I still contribute to a traditional IRA and then immediately convert it to
Tax Deductions with Roths and Traditional IRAs
A 23-year-old single contributes the maximum $18,000 to his Roth 401(k) at work in 2016, and his employer matched $9,000. So, is he allowed to
If it is So Important, Why Doesn’t Everyone Make a Will?
No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the
Secret Details for IRAs
One potential benefit of IRAs is creditor protection in the case of a bankruptcy. However, when you die, you may wonder if your beneficiaries are
Time to Review your Financial Planning
Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time
Let’s Keep an Easy New Year’s Resolution
We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had
Working Retirees Still May Contribute to IRAs
Kiplinger’s recent article, “Even Retirees Working Part-Time Can Contribute to a Roth IRA,” reminds us that if you’re retired but still work part-time, you can
“In Kind” Transfer Just the Ticket to Help You with Your RMD
If you are having difficulty parting with stock you must to cash out to satisfy your annual IRA required minimum distribution (RMD), Kiplinger’s article, “Retirees,
Steps to Take When a Loved One Dies
WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death,