3 Ways to Reduce Your Required Minimum Distribution (RMD) and Pay Less in Taxes
Saving money for retirement in a 401(k) or IRA comes with some big tax advantages. Any money you contribute to the account is ...
Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market.
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At 65 With $850k in an IRA, Should I Convert to a Roth to Avoid RMDs?
Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...
Ed Slott: Confronting RMD Confusion for Inherited IRAs
The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.
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Make sure to apply for your benefits this tax season
Founder and CEO of Trajan Wealth, Jeff Junior, joins Bob Sirott to talk about making decisions about your stocks, tips for tax season, and how Trajan Wealth provides financial advice for people in ...
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Can RMDs Be Used to Fund a Roth IRA? Here's What You Need to Know
If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...
Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...
Should Your Kids Have A Roth IRA?
If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...
Gold IRA Pros and Cons: 2025 Guide Released
The IRS imposes strict guidelines on Gold IRAs, including approved metal types, purity standards, storage protocols, ...
6 Proven Strategies to Boost Your Tax Refund
Maximize your tax refund with strategies like adjusting your withholding, contributing to retirement accounts, taking ...
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...
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‘I’ve opened a hornet’s nest’: My mother-in-law lists my husband as beneficiary on her $1 million IRA. But her will does not. Which wins?
She has a traditional IRA worth $1 million left to her by her ... for her daughter so she can avail of federal benefits. There are rules, says Moertl, Wilkins & Campbell, a law firm based in ...