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ESSENTIAL IRA TIPS

Essential Tax Tips for IRAs

Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to know.

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The 99% Rule for Spousal Beneficiaries of IRAs

A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule offers flexibility and helps preserve the stretch.

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The Most Important Question in Retirement Planning

It's a touchy subject, but life-expectancy analysis is the best way to ensure you will have enough money to live your later years in comfort and ease.

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