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...

Gather your information together and know a few things about your Social Security benefits before you ask for advice. The post Advice on Social Security Benefits appeared first on Getting Your Financial Ducks In A Row. Related posts:When To Apply f...

There are differences in how Required Minimum Distributions are handled between an IRA and a 401(k). Here's your primer. The post Required Minimum Distributions for IRAs and 401(k)s appeared first on Getting Your Financial Ducks In A Row. Related p...

Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...

Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...