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You’re not locked into your IRA custodian and an IRA transfer might just bring better guidance and lower fees One of the most frequent questions we get about managing your IRA and IRA transfers is if you are locked into your current custodian once you transfer the funds or roll(…)
How much does it cost to set up and IRA checkbook control and is it worth it? Self-directed IRA accounts have been popular since first created in 1974. The retirement account allows you more control over your investments and generally lower fees compared to a 401K plan or other retirement(…)
Use this traditional IRA vs Roth IRA worksheet to determine the best mix of retirement accounts The conventional wisdom says that you should compare your income tax rate now with the rate you expect in retirement to determine whether a Roth IRA is the right choice for your needs. Roth(…)
Proposed rules on IRA advisors and research uncovers a dark side to retirement advice The U.S. Department of Labor has unveiled a new rule for brokers of IRA transfers via Labor Secretary Tom Perez. The new law would require retirement account advisers to act in the “best interest” of their(…)
Congress just made the Qualified Charitable Distribution permanent and has given you a powerful deduction tool for your IRA After years of dragging its feet on critical tax deductions and credits, Washington has gotten it right with the Protecting Americans from Tax Hikes Act of 2015. The Act was signed(…)
Don’t miss out on your chance to save money with these powerful IRA tax benefits for the 2015 tax year The IRS has started accepting federal income tax returns and the 2015 tax season is in full swing. It’s too late to get many of the deductions and credits that(…)
Keogh Plans are not as popular as they once were but can still offer a powerful tax savings for a select few. Back in 1962, retirement savings options were pretty limited and most people were either covered by their employer…or out of luck. This changed when U.S. Representative Eugene Keogh(…)
SEP IRAs offer some of the best benefits and tax-advantages among retirement savings options. Find out if you are eligible and how to set up an account in this guide to SEP IRAs Owning your own business is the American dream and if you are one of the ten million(…)
The clock is ticking on the pension funds doomsday and this one number seals their fate Detroit sounded the alarm when it became the largest municipal bankruptcy in U.S. history and Puerto Rico is about to top the record. Underfunded pension plans across the country are causing massive cuts to(…)
A Roth IRA conversion could be one of the best retirement planning decisions you make Most people think a Roth IRA conversion is simply a matter of estimating your taxes in retirement. Besides the benefit to those with higher future tax rates, there are several other reasons why you should(…)
