IRA-Based Retirement Plans for Employers
Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed. IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.
Rescue Your Stranded Retirement Accounts- IRA Rollover Account
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
Twenty-Two Tax-Saving Tips and Tricks for Investors
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
IRA Required Minimum Distribution (RMD)
The Financial Rules Regulatory Authority (FINRA) provides a free, easy-to-use calculator for determining the annual Required Minimum Distribution (RMD) from your Individual Retirement Arrangement (IRA). The calculator is based on life expectancy tables and Internal Revenue Service (IRS) regulations. FINRA, RMD, IRA, IRS, how is that for alphabet soup? […]
Financial Planning
Successful Portfolios Financial Planners are trained, certified and ready to help you answer your most pressing questions regarding personal financial planning.
Roth IRA Conversion: Is It Right For You?
The Roth Individual Retirement Arrangement (IRA) allows non-deductible contributions and tax-free accumulation and withdrawals. Beginning in tax year 2010, you may regardless of your income, convert a (tax-deferred) Traditional IRA to a Roth IRA. However, should you? Roth IRA conversions can be complicated but here are three simple rules of thumb: If you expect to […]
