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...
Certain caregiver costs can be included as medical expenses for iteming your deductions on Schedule A for your tax return. The post Caregiver Costs Qualify as Medical Expenses appeared first on Getting Your Financial Ducks In A Row. Related posts:T...
Is there a way to use your IRA funds to invest in your new startup business? As a matter of fact, there is! Just read on... The post One Way to Use IRA Funds to Invest in Your Business appeared first on Getting Your Financial Ducks In A Row. Relate...
It's best to decide on a long-term plan that definitely reaches your goal, and then stick to that plan no matter what befalls you. The post Make a Long-Term Plan and Stick to It. appeared first on Getting Your Financial Ducks In A Row. Related post...
When you’re married to someone who has worked under the Social Security taxation system, you have two different benefits that may be available to you: Survivor Benefits, and Spousal Benefits. These two benefits may be more than the benefit you’ve ear...
Did you know you can have tax withheld from a distribution from an IRA without having to recognize income from the IRA? The post Withholding Tax Without Income? appeared first on Getting Your Financial Ducks In A Row. Related posts:Roth Conversions...