How to Report Rollovers on Your Tax Return
Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...
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...
Considerations for Roth IRA Conversions
Converting from a Traditional IRA to a Roth IRA can be a great way to jump-start your Roth IRA savings. Conversions involve moving (typically) pre-tax Traditional IRA assets into a...
Don’t Leave Your 401(K) Behind
Have you changed jobs or retired and left money behind in your former employer’s 401(k) plan? You worked hard to set aside that money for your future, so you want...
Avoiding Taxable Transactions: IRA Rollovers
IRAs are tax-smart investments offering tax-deferred and tax-free investment earnings, among other benefits. The tax laws provide these benefits and allow IRA owners great flexibility in selecting investments and moving...
Maximize Self-Directed IRA Tax Benefits for Your Clients
The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...
