No Double Dipping – New Laws for Deducting Charitable Contributions
Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...
Stretching IRA Beneficiary Payments
When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...
Estate Planning With IRAs
Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...
Scheduling Annual Payments to Beat The Early Withdrawal Tax
Are you retiring early? Perhaps you’ve planned to use your IRA assets as a source of income at this stage of your life – or maybe you’ve had to stop...
401(k) Distribution Options When You Change Jobs
If you've been lucky enough to participate in a retirement plan at work, you're already off to a great start saving for your retirement. When you decide to change jobs,...
Beware the Early Withdrawal Tax If You’re Under 60
One of the benefits of saving in an IRA is the flexibility to take withdrawals from your account at any time. But, because IRAs were designed to help individuals save...
