Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions. The post A Tax-Free Roth Conversion Question of Timing appeared first on Getting Your Financial Ducks In A Row. Related posts: S...
Working through some examples comparing filing early versus delaying filing until later ages. Sometimes it's better to file early. The post Early Social Security Filing Examples appeared first on Getting Your Financial Ducks In A Row. Related posts...
Do you know which retirement accounts you can rollover your existing retirement accounts into? Here's the source... The post What types of accounts can I rollover into? appeared first on Getting Your Financial Ducks In A Row. Related posts: Do You...
In determining your retirement benefits from Social Security, as well as those of any dependents who may claim benefits based upon your record, the Primary Insurance Amount, or PIA, is an important factor. The PIA is the amount of benefit that you wo...
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Ducks In A Row. Related posts: Spouse May Be Your B...
When filing your tax return, certain refundable tax credits are more valuable than the more common, non-refundable credits. The post Tax Credits That Can Increase Your Refund appeared first on Getting Your Financial Ducks In A Row. Related posts: T...
Fact about your retirement plan that you may or may not be aware of. Things to consider as you take action to participate. The post 5 Facts You Need to Know About Your Retirement Plan appeared first on Getting Your Financial Ducks In A Row. Related...
When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k) appeared first on Getting Your Financial Ducks I...
If you're working while receiving Social Security benefits, depending on your income you may be giving up some of the benefit, short term. The post Working While Receiving Social Security appeared first on Getting Your Financial Ducks In A Row. Rel...
Distributions from Roth IRAs must follow a specific set of ordering rules so that the taxation (or non-taxation) is correct. The post Ordering Rules for Roth IRA Distributions appeared first on Getting Your Financial Ducks In A Row. Related posts:...