There are reasons in favor of rollover of 401(k) & reasons against. Here are a few reasons in favor of rollover that you might not think of. The post More reasons to keep on rolling (to an IRA, that is) appeared first on Getting Your Financial Du...
Reviewing the benefits of tax diversification among your retirement and other investment accounts. Timing along with your lifetime taxation. The post Tax Diversification for Investments appeared first on Getting Your Financial Ducks In A Row. Relat...
Details on how the Family Maximum benefit is calculated regarding a Social Security Disability benefit situation. The post Family Maximum Benefit (Disability) appeared first on Getting Your Financial Ducks In A Row. Related posts:Social Security Su...
If you're in disagreement with a result that the IRS has given you, you need to know what rights you have for an appeal. The post Your Appeal Rights at the IRS appeared first on Getting Your Financial Ducks In A Row. Related posts:What to do When Y...
(According to the Social Security Administration) There are a couple of circumstances where the Social Security Administration changes your birthdate for you. Chances are if this applies to you, you already know this, but I thought I’d explain it any...
What is the AIME? Your Average Indexed Monthly Earnings. Why is it important? It's the basis for your Primary Insurance Amount (PIA). The post Social Security: Average Indexed Monthly Earnings (AIME) Explanation appeared first on Getting Your Financi...
The question often comes up – what types of investments are best for my IRA? Of course, any investment that you make in a tax-deferred fashion is a good one, at least in theory. But there are some investments that make the most sense for your IRA ver...
If you have an IRA and a taxable account and can afford to take funds from either but don't need all of both, how should you prioritize? The post A Cash Flow Dilemma – Should I take distributions from my IRA or from my taxable account? appeared first...
While it’s generally a good idea to defer as much income as possible into your available IRAs, 401(k)s and Roth accounts, as with everything else in life, too much of a good thing can be a problem as well. When you have the bulk of your financial ass...
Understanding the limiting notions that we carry around can be helpful when facing adversity in our financial lives. The post Know Thyself appeared first on Getting Your Financial Ducks In A Row. Related posts:Wash Sale Rules Reasons #12 & #35...