What to Do With Your Retirement Money
Once you retire, the decision on what to do with your 401(k), 403(b) or similar plan is an important one. Here are six different options to choose from.
Webinar – Savvy IRA Planning for Boomers
Discover how to implement an effective distribution strategy for IRA accounts — so you can retire without stress! Join us for the webinar on July 15, 2021 at noon.
How to Decide If a Roth Conversion Is Right for You This Year – Daily Flash Briefing
Before you complete a Roth conversion, understand the possible tax implications.
An Update on Coronavirus Distributions From 401(k) Plans and IRAs – Daily Flash Briefing
Individuals impacted by the COVID-19 pandemic are eligible to take a distribution from their 401(k) or IRA by the end of the year. Here's what this means for you.
Why It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing
In this scenario, incurring a penalty on purpose sets a couple up for a more robust financial future. Here's why financial advisors who look at the bigger picture get the job done better.
Uses of a Roth IRA
Uses of a Roth IRA Roth IRAs are similar to Traditional IRAs, but the main difference between the two is how they are taxed. Traditional IRA contributions are made with pre-tax dollars whereas Roth IRA contributions are made with after-tax dollars. Another major difference between the two retirement accounts is that Roth IRAs are more …
Take Advantage Of These “Loopholes” Before They Are Gone
Let's take a deeper look at these two "loopholes" — the Backdoor Roth IRA and the Stretch IRA.