#IRA

Oct 31, 20162 min read

Smart Strategies for Social Security Benefits Taxes

The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...

Oct 6, 20162 min read

Create Your IRA Exit Plan

IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving...

Oct 4, 20162 min read

Accumulating Income in the Decumulation Phase of Life: Retirement

Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...

Sep 20, 20163 min read

An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts

If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...

Jun 24, 20161 min read

The 411 on Health Savings Account Rollovers

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...

Jun 13, 20164 min read

15 Ways to Mess up your Retirement

A recent article on gobankingrates.com, “15 Mistakes Even Smart People Make in Retirement,” spells out common mistakes people make in...

Apr 26, 20162 min read

Young Hispanics Need to Start Saving for Retirement

CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...

Feb 12, 20164 min read

Circle that Day on the Calendar!

Print this and post it in a good spot, or add these dates to your online calendar with reminders. January 1 (or thereabouts): This is a...

Jan 25, 20162 min read

Make it a Happy New Year Money-wise

Get Credit-Healthy. It’s pretty tough to be financially healthy if your credit-related life is in the dumpster! What can you do to fix...

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