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Roth IRAs

14 Feb Ways to Save for College

Posted at 23:03h in 529 Savings Plans, Financial Planning, Investment Strategy, Life Insurance, Roth IRAs by Kevin Nast 0 Comments

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Comparing & contrasting the potential of some popular vehicles. How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already....

19 Oct 20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND

Posted at 20:39h in Roth IRAs, Taxes by Kevin Nast 0 Comments

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You may want to exploit these strategic opportunities. Will the Bush-era tax cuts expire next year? We may not have an answer to that question for several months. After the November elections, you could see them extended once again. Nothing is certain: with the daunting financing...

28 Jun THE PROS & CONS OF ROTH IRA CONVERSIONS

Posted at 13:40h in Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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What are the potential benefits? What are the drawbacks? The Bush-era tax cuts could sunset in 2013, and that possibility has prompted some traditional IRA owners to think about Roth conversions. If tax rates go up, going Roth may be smart. The key word in that...

01 Jun IRA DATES & MILESTONES TO REMEMBER

Posted at 20:45h in Financial Advice, RMDs, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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These are the dates (and deadlines) too often forgotten. IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher. Age 70½: Required Minimum Distributions (RMDs). Once you reach age 70½, you are required...

05 Apr THE ROTH TSP OPTION

Posted at 10:21h in Roth IRAs by Kevin Nast 0 Comments

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Who might want to take advantage of it? Who might not? Do you have a Thrift Savings Plan account? Then you should know about an important new development. Starting in spring 2012, FERS and CSRS employees will be able to have two types of balances in...

29 Mar IRA DEADLINES ARE APPROACHING

Posted at 11:17h in RMDs, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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April is nearly here. Keep your IRA in mind. Many of us associate April with taxes. We should also associate it with IRAs, for April is the month with the deadlines for IRA contributions and mandatory IRA withdrawals. The deadline for your 2010 IRA contribution is April...

29 Dec WHAT BENEFICIARIES NEED TO KNOW

Posted at 11:34h in Financial Advice, Financial Advisors, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths....

17 Nov CHANGES IN IRA & 401(K)s for 2012

Posted at 04:33h in 401(k), Roth IRAs by Kevin Nast 0 Comments

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A recap of contribution limit and phase-out adjustments. The IRS has announced cost-of-living adjustments to IRAs and employer-sponsored retirement plans for 2012, so here is what you need to know about the newly altered contribution limits and phase-outs for these plans. 401(k) & IRA yearly contribution limits....

20 Jul IRA MISSTEPS

Posted at 11:24h in Estate Planning, Financial Advice, Financial Planning, RMDs, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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A lack of knowledge can lead to problems and disappointments for your heirs. Be vigilant, and be knowledgeable. Do you want to hand your heirs big tax problems? Would you like to hand the IRS a sizable chunk of your wealth? Probably not. But if you...

14 Apr AN INHERITED IRA

Posted at 15:51h in Financial Advice, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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Here are some things to consider. Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster. Please note...

Roth IRAs

14 Feb Ways to Save for College

19 Oct 20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND

28 Jun THE PROS & CONS OF ROTH IRA CONVERSIONS

01 Jun IRA DATES & MILESTONES TO REMEMBER

05 Apr THE ROTH TSP OPTION

29 Mar IRA DEADLINES ARE APPROACHING

29 Dec WHAT BENEFICIARIES NEED TO KNOW

17 Nov CHANGES IN IRA & 401(K)s for 2012

20 Jul IRA MISSTEPS

14 Apr AN INHERITED IRA

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