Should you rollover that old retirement plan? In many cases, it makes a lot of sense. But not in all cases, of course. The post Arguments in Favor of a Rollover appeared first on Getting Your Financial Ducks In A Row. Related posts: A Cash Flow Dil...
An IRA distribution can be used to reduce or eliminate those pesky quarterly estimated tax payments. See how. The post Using an IRA Distribution and Withholding to Reduce Estimated Tax Payments appeared first on Getting Your Financial Ducks In A Row....
Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be. The post Using the Prohibited Transaction Rules to Your Advantage appeared first on Getting Your Financial Ducks In A Row. Related pos...
Do you know what due diligence is for claiming credits on your income tax return? If you use a preparer, you can bet he or she does. The post Earned Income Credit and Due Diligence appeared first on Getting Your Financial Ducks In A Row. Related po...
What should you expect when you owe money to the IRS? There are many options you can use to pay the tax - and it must be paid. The post What to Expect If You Owe Money to the IRS appeared first on Getting Your Financial Ducks In A Row. Related post...
A taxable account can be an important component of your overall saving strategy. The tax savings can be very useful in the long run. The post The Importance of a Taxable Investment Account appeared first on Getting Your Financial Ducks In A Row. Re...
FRA has adjusted, why haven't there been other age adjustments for Social Security benefits? Leaving them alone works in the system's favor. The post Age Adjustments for Social Security appeared first on Getting Your Financial Ducks In A Row. Relat...
It's possible to separate the cream from the coffee - making a tax-free Roth conversion from mixed contribution IRA. The post Enabling a Tax-Free Roth Conversion With a Mixed-Contribution IRA appeared first on Getting Your Financial Ducks In A Row....
There is a way to leave your IRA eventually to a charity, but first provide some funds to your family, and save taxes to boot - the CRT. The post Leaving Your IRA to Your Family First, Then to Charity appeared first on Getting Your Financial Ducks In...
It's a great idea to contribute to a Roth IRA for your child. It's not a good idea to invent income in order to make the contribution, though. The post Roth IRA for Youngsters appeared first on Getting Your Financial Ducks In A Row. Related posts:...