2023 Self-Directed IRA Deadlines and Contribution Limits
As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to timely contribute to your IRA...
Jump-Start a Roth IRA with a 529 Rollover
Among the many SECURE 2.0 Act provisions, there are some that affect relatively few individuals but that provide considerable benefit to those who qualify. One such provision allows certain distributions...
Calculating Tax on IRA Distributions
Did you take a distribution (or withdrawal) in 2023 from your IRA or other tax-qualified retirement plan? If so, you should have received an IRS Form 1099-R by the end...
Tax-Smart IRA Strategies for 2024
The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...
2023’s Impact on Retirement Strategies
As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...
IRS COLA Changes for 2024
After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...