Browsing: IRA
Wife holds wedding ringgetty Should you rollover a spousal inherited IRA or just leave it? This is likely just one…
getty Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a…
Recent columns have discussed Roth IRA conversion including some of the pitfalls and mistakes traditional IRA owners make when performing…
getty The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that…
Roth IRAs have gotten much attention in the financial media over the last few years. The idea of receiving tax-free…
Eleganza | E+ | Getty ImagesThe best tax brackets for Roth conversionsWhen crunching the numbers for a Roth conversion, you’ll…
When you inherit an IRA, it’s more than just a financial windfall, it’s a responsibility. The rules governing inherited IRAs…
Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here’s a look at other stories impacting the financial advisor business.When a…
As the markets tested record highs, retirement savers reaped the benefits.The average 401(k) plan balance ended the third quarter up…
Qualified Charitable Distributions (QCDs) offer a powerful way to reduce your tax burden required minimum distributions from IRA and other…