IRA Trust

Nov 4, 20163 min

Trusts from A to Z

Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from...

Oct 31, 20162 min

Smart Strategies for Social Security Benefits Taxes

The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...

Oct 25, 20162 min

Bonehead Mistakes Retirees Need to Avoid

With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to...

Oct 6, 20162 min

Create Your IRA Exit Plan

IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving...

Oct 4, 20162 min

Accumulating Income in the Decumulation Phase of Life: Retirement

Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...

Sep 30, 20162 min

Make Lower RMDs When Your Retire

Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...

Sep 23, 20162 min

Old School Traditional IRA versus New School Roth

Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...

Sep 20, 20163 min

An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts

If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...

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