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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(…)
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(…)
U.S. Department of Labor Unveils New IRA Transfer Rule
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...
The 4 Most Shocking Retirement Scams to Avoid in 2016
Avoiding retirement fraud means understanding your options in retirement accounts and what to look for in scams It’s no surprise that retirement fraud...
How to Convert IRA to Physical Gold
Guest blog post Withdrawing your IRA before you reach age 59-1/2 requires you to pay a 10% penalty. Luckily, there are penalty-free ways to move money...
The Definitive Guide to Keogh Plans
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...
New IRA Transfer Rules for 2015
The IRS will adopt a new policy regarding the maximum number of tax-free IRA rollovers that may be completed in each 365-day period as of January 1, 2...
