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:...
Understanding the Roth Conversion of previous non-deductible IRA contributions. Also known as the Back Door Roth contribution. The post Is It Really Allowed – Making a Non-Deductible IRA Contribution Followed By a Roth Conversion? appeared first on G...
How can you determine what your Social Security benefit may be if you're not filing at your FRA? You have your PIA, but now what? The post How PIA Relates to Your Benefit appeared first on Getting Your Financial Ducks In A Row. Related posts: Noise...
When moving funds from a 401(k) plan to an IRA or to another qualified plan, a direct rollover solves some potential problems. The post 2 Good Reasons to Use Direct Rollover From a 401(k) Plan appeared first on Getting Your Financial Ducks In A Row....
Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down. The post Spouse May Be Your Best Option for IRA Beneficiary appeared first on Getting Your Financial Ducks In A Row. Related...
You might think you're simplifying things by naming your estate as the beneficiary of your IRA - but you're probably wrong. The post The Problem with Naming Your Estate the Beneficiary of Your IRA appeared first on Getting Your Financial Ducks In A R...