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:...

Some important information from the IRS about scams being run via email, text, social media, and other forms of communication. The post Avoid Email Scammers Claiming to be IRS appeared first on Getting Your Financial Ducks In A Row. Related posts:...

If you've ever wondered what the 72t early distribution is, this article will give you the basics, including methods of accomplishing it. The post Facts About the 72t Early Distribution appeared first on Getting Your Financial Ducks In A Row. Relat...

A discussion of factors to consider while deciding when to file for Social Security benefits, factoring in age and other components. The post When to File For Social Security Benefits appeared first on Getting Your Financial Ducks In A Row. Related...

Congress made a move recently to eliminate the WEP and GPO provisions from Social Security benefit calculations. The post Say Goodbye to GPO and WEP appeared first on Getting Your Financial Ducks In A Row. Related posts: Why is there WEP (Windfall...

A Roth Conversion strategy may be a very helpful way to generate a tax-efficient legacy for your heirs, while reducing the overall cost. The post Pre-Death Planning: Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related p...

Explanation of how Net Unrealized Appreciation (NUA) works for a 401(k) or other workplace retirement account. The post Net Unrealized Appreciation Treatment appeared first on Getting Your Financial Ducks In A Row. Related posts: When To Apply for...

Depending on your income and other factors, you many not need to file a tax return. However, in some cases you may want to file anyhow. The post Do You Need to File a Tax Return This Year? appeared first on Getting Your Financial Ducks In A Row. Re...

Note: you can find the first part of this discussion of Social Security Survivor Benefits at the link. Part 1 covered the basics of Survivor Benefits, and this article covers other considerations with the Survivor Benefit, including non-spouse survi...

Basics of the Social Security Survivor benefit. This article lays the foundation for understanding this confusing aspect of Social Security. The post The Social Security Survivor Benefit – Part 1 appeared first on Getting Your Financial Ducks In A Ro...