A real-life case that came to our attention dramatically reinforces what we have been professing for more than a decade: Having a financial advisor who is expertly trained in the rules applicable to IRAs can be one of your most important investments.
Many individuals name their spouse as beneficiary of their IRA when in fact the spouse may not need that money to live on. In these cases IRA owners should consider naming their children or grandchildren as their IRA beneficiaries.
In general, there aren’t too many things you can do after a year is over that affect your taxes for a previous year, but thankfully, one of those things is a traditional IRA contribution. We’ll tell you whether or not you qualify.
While the media has done a good job of simplifying investing, some magazines and TV shows have oversimplified retirement planning. It’s a highly complex process that requires in-depth knowledge and impartiality—and do-it-yourselfers often get in trouble.
It is estimated that Baby Boomers stand to inherit a total of $8.4 trillion from the previous generation. Undoubtedly, many traditional and Roth IRAs will be included. Here are some important points to keep in mind when inheriting an IRA.
Once you’re retired, your need for insurance changes. It is a good idea to look at your coverage options and figure out what you need and don’t need, and where you might be able to achieve some savings.
Many of us are often solicited for strategies involving alternate investments for IRAs. You should have your antenna up when being solicited and when the solicitor states that the investment is either “IRS Approved” or endorsed by the IRS.
Hopefully, there is much in your life to give thanks for this year, but if you’re searching for a few additional reasons to be thankful, here are 5 favorable tax provisions you should be thankful for now...because they might not be around much longer.
There are many guesses to why people don’t save for retirement. (Hint: you need to!) If you or your financial advisor are spouting about any of these myths, you need to change your tune and proactively save for your future.
The Dow Jones is whipping up and down more rapidly than a roller coaster, the media is whipping up a frenzy of hysteria. Your savings are dwindling, your retirement plans are fading, and a restful night’s sleep is a thing of the past. Not to worry.
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