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While the requirements for receiving a federal income tax deduction for an IRA contribution are the same no matter what state you live in, the tax treatment of IRA contributions at the state level can vary significantly.
Approaching as quickly as a Caribbean hurricane is October 17, 2011, the day of reckoning for undoing 2010 Roth conversions. Once this date passes, most who made 2010 conversions will be locked into them, as well as their accompanying tax bills.
If you’re not a millionaire, own just one home, and still drive the car you bought six years ago, you might think you don’t need “estate planning.” Or that your family accountant or attorney will be the only professional you need to help you. Not true.
It’s that time of year again: the back to school season. For those more concerned with retirement than recess, that means it’s time to learn all you can about the latest rules for taxes and IRAs. Here are some of the best resources.
it is critically important that you review your beneficiary forms often, and verify that your IRA custodian has the most current version of your beneficiary form on file. Either you can decide who gets your assets, or the government can.
As the events of the recent “debt ceiling” issue have taught us, borrowing can be a dangerous game. But when it comes to IRAs, borrowing can be more than just dangerous: it can be a fatal error that can decimate a lifetime of savings.
Americans are worried what inflation might do to their retirement finances. According to a recent survey, 93% reported they worried at least "a little" about inflation’s impact on their retirement finances, and a majority, 53%, said they worried "a lot."
Because of the difficult decisions about matters most of us would rather not contemplate, many procrastinate when it comes to estate planning. But it’s worse to do nothing, leaving a mess for your heirs. Here’s why everyone needs to plan their estate.
ATM fees are doing damage to your paycheck, your daily financial picture, and your retirement savings. According to a study by the Pew Charitable Trusts, checking accounts at the 10 biggest U.S. banks had a median 49 fees in October 2010.
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.
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