Is A Roth IRA Conversion Right For You This Year?
If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA. A conversion can allow you to turn tax-deferred future growth […]
Were Your 2013 Roth IRA Distributions Taxable?
Did you take a distribution from a Roth IRA during 2013? If so, you may not have been thinking about income tax consequences, as one often-touted benefit of Roth IRAs […]
Taxes And Distributions From Inherited IRAs
What are the tax consequences when you inherit an Individual Retirement Account? You may think the inheritance is income tax-free. However, amounts you withdraw can be taxable — in some […]
Roth + 401(k) = Intriguing Benefits Option
Many companies have been forced to reconsider their health care benefits lately. Why not do the same for your retirement benefits? One intriguing option that’s gaining in popularity takes the […]
Don’t Miss Required Minimum Distributions
They’re coming your way — required minimum distributions, that is, if 2013 is the year you’ll reach age 70½ and you own certain retirement accounts, such as a traditional IRA. […]
The Risks of Alternative-Asset IRAs
Most IRA owners invest their funds in traditional assets, such as stocks, bonds and mutual funds. But some intrepid investors have enjoyed impressive, tax-deferred returns — or even tax-free returns […]