- + Converting an Inherited 401(k) to Roth—Photo credit: jb One of the provisions that is available to the individual who inherits a 401(k) or other Qualified Retirement Plan (QRP) is the ab...
- + Which Account to Take your RMDs From—Photo credit: jb When you’re subject to Required Minimum Distributions (RMDs) and you have more than one IRA account to take the distributions from...
- + Arguments in Favor of a Rollover—If you have a 401(k), 403(b), a tax-sheltered annuity or other qualified retirement plan from a former employer, you may have considered if it would b...
- + Using an IRA Distribution and Withholding to Reduce Estimated Tax Payments—Photo credit: jb A little-known fact about how withholding works for IRA distributions can work in your favor. While withholding from a paycheck an...
- + Using the Prohibited Transaction Rules to Your Advantage—Photo credit: diedoe I’ve written in the past about the types of transactions that are prohibited in your IRA , and how these transactions are gen...
- + Earned Income Credit and Due Diligence—Photo credit: diedoe For those familiar with the Earned Income Credit (EIC), you hopefully are familiar with the preparer’s due diligence checklist...
- + What to Expect If You Owe Money to the IRS—Photo credit: jb Often we find ourselves in situations that we never dreamed of – like owing the IRS a considerable amount of money. Maybe yo...
- + The Importance of a Taxable Investment Account—Photo credit: jb I’ve written about this topic a few times in the past, such as in this article on tax diversification of your investment account...
- + Age Adjustments for Social Security—Photo credit: jb With all the talk about how Social Security is running out of money (or will be, currently projected at 2035), one of the topics t...
- + Enabling a Tax-Free Roth Conversion With a Mixed-Contribution IRA—Image by @dino via Flickr If you have an IRA that includes contributions that are both pre-tax and post-tax (deductible and non-deductibl...
- + Leaving Your IRA to Your Family First, Then to Charity—Photo credit: jb Suppose you have a situation where you’d like to leave your IRA (or at least some of it) to a family member or a group of benefici...
As of 10/30/24 11:37am. Last new 10/21/24 9:39am. Score: 644
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