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A Trusteed IRA May be a Wise Solution

A Trusteed IRA May be a Wise Solution

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

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Playing with Fire? Having an Annuity in Your Traditional IRA

Playing with Fire? Having an Annuity in Your Traditional IRA

“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”

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IRA Info for Your Retirement

IRA Info for Your Retirement

“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

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

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Tax Deductions with Roths and Traditional IRAs

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

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Secret Details for IRAs

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

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“In Kind” Transfer Just the Ticket to Help You with Your RMD

“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,

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Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

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Take Action Now to Keep Money Safe as You Get Older

Take Action Now to Keep Money Safe as You Get Older

“Taking steps when you're younger can be essential to keeping your money safe in your later years.” You’ve all heard the sad stories about the

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Start Year-End Planning Now

Start Year-End Planning Now

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

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Following the Rules in IRA Contributions

Following the Rules in IRA Contributions

If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your

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When are Required Minimum Distributions Required?

When are Required Minimum Distributions Required?

“Some workers may be too old to contribute to a traditional IRA.” Kiplinger’s recent article, “Tax-Smart Ways to Save When You're Too Old for a

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