An unexpected ruling on tax law regarding IRA rollovers may have just created a new headache for a small group of successful savers. But thankfully, experts agree that most Americans won't be affected at all.
It’s way too easy to run afoul of punitive tax rules.
What should taxpayers know about IRA rollovers? Here are five questions your clients might ask.
Keeping these investing rules in mind can help boost the performance of your portfolio.
You CAN access your IRA, even a 401k, and avoid penalties and taxes when done correctly. ** Ready To Protect Your Assets From Frivolous Lawsuits and Take You...
Prices of Precious Metals have been a major story this year. Not only is gold approaching record prices, often...
13% of people are saving 20% or more of their income for retirement.
Roth accounts are a taxpayer's dream -- creating a stream of tax-free income when you cash out in retirement. But to make that dream a reality, you have to follow a number of federal tax rules, both when putting money in and when taking money out.
IRA investment trends show there is an overwhelming use of alternative investments to improve portfolio diversification. Self-Directed IRAs are the fastest growing segment
That big money is served in small increments. Whether that's return on investments, profits, margins on products you're selling, whatever.
Which? said that more than a quarter of its members say they care about the values of the companies which they invest their savings in.
Taxpayers can take advantage of certain guidance to avoid a penalty if something goes wrong when trying to complete a rollover.
There are many individuals and families who make a high income and believe they cannot do a Roth IRA. However, there is a part of your financial house you may not have realized that existed calle…
A little behind on saving for retirement? You need a grizzly bear market.
According to investors, not all incentives are likely to inspire them to rollover assets.
“Here are five investments that cannot be used inside IRAs and other retirement plans.”
Do you own a large IRA and live in a state with an income tax? Consider setting up a non-grantor trust in a state with no income tax. While this financial planning tactic may sound exotic, it's common sense and can make a material difference in your life and beyond.
The 10% early distribution penalty takes a big bite out of income. But, it can be avoided for qualifying distributions.
For those not familiar, Exchange-Traded Funds (ETFs) are securities that represent a basket of other securities, similar to a mutual fund. The key difference with many (but not all) ETFs is that the basket of securities is typically determined by a mechanism designed by the manager.
The TCJA provisions and the tangible property regulations can work to drive “capital” expenditures into tax deductions. Our Federal Credits and Accounting Me...