If you have a SOSEPP and you break it, chances are it's going to cost you. There can be cases where you might be forgiven, but not many. The post Did You Break Your SOSEPP? appeared first on Getting Your Financial Ducks In A Row. Related posts:Hist...

If you forgot your RMD, you need to take action as soon as you realize it. Not doing so can be very costly! The post Forget your RMD? Here’s What to Do appeared first on Getting Your Financial Ducks In A Row. Related posts:History of the Individual...

Do you know how to use a protective filing statement to your advantage? It can be useful if you aren't sure when to file for benefits. The post The Protective Filing Statement appeared first on Getting Your Financial Ducks In A Row. Related posts:T...

How to handle Required Minimum Distributions when the original beneficiary dies and a successor beneficiary takes over. The post Required Minimum Distributions and the Successor Beneficiary appeared first on Getting Your Financial Ducks In A Row. R...

How do current earnings impact your Social Security benefit? Surprisingly, the impact can be felt in several different ways, The post The Affect of Earnings on Your Social Security Benefit appeared first on Getting Your Financial Ducks In A Row. Re...

Wondering which retirement account you should access first? This article walks through some of the requirements and consequences to know. The post Which Retirement Account Should You Tap First? appeared first on Getting Your Financial Ducks In A Row....

If you need your information from a prior year's tax return, here's how the IRS suggests that you can get this information. The post How to Get Your Prior Year Tax Return Information From the IRS appeared first on Getting Your Financial Ducks In A Ro...

There are cases where you might get charged the 10% penalty on a Roth conversion. Pay attention to what you're doing to avoid it! The post 10% Penalty Applied to Roth Conversion? Maybe appeared first on Getting Your Financial Ducks In A Row. Relate...

I’m compelled to provide an additional update to the posts I’ve provided in the past in the article Running Afoul of One Rollover Per Year Rule and its follow-up More on the One-Rollover-Per-Year Rule. This is primarily to provide clarity to a portio...

Common errors in tax filing that you can avoid easily by paying attention to detail and using available software tools. The post Avoid Errors In Your Tax Filing appeared first on Getting Your Financial Ducks In A Row. Related posts:Electronic Filin...