Financial Planning, Retirement
Required Minimum Distributions
…year are taxed at favorable long-term capital gains rates. #2 – Donate Once you reach age 70 ½, you’re eligible to make a direct transfer from your IRA to a…
Search Results for: roth ira
Financial Planning, Taxes
How to Use the Net Unrealized Appreciation (NUA) Strategy in Your 401(k)
…execution, 100% of the remaining assets (e.g., non-employer stock) in the qualified plan must be distributed by December 31st. The remaining assets can be rolled over to an IRA, a…
Investing
How Business Owners Should Think About Diversifying Their Investments
…important to help your employees do the same. Plus, contributions to the plan can offset your tax liabilities. Various plan options include SEP IRAs, SIMPLE IRAs, SIMPLE 401(k)s and 401(k)…
Rethink Your Money
3 Fundamental Rules for Financial Freedom
…So, believe it or not, there’s still a popular perception amongst some highly paid people that they are not eligible to make a Roth 401(k) contribution, “My CPA says I…
Aviation
…How to Roll Over Your TSP Tax-Exempt Funds Into a Roth IRA Financial Planning UPA 2023 Financial Considerations for United Airlines Pilots 1 2 3 4 Next » Load More…
Rethink Your Money
When Is Quitting Better Than Having Perseverance?
…be like, “We should look at ways to generate income and pay a little extra tax this year.” And so the big one we’re focusing on right now is Roth…
Rethink Your Money
6 Signs You’re Ready to Retire
…for your medical costs, inside the HSA, most of them will allow for some sort of investment option, and that growth in there occurs tax-free. You’re almost getting many Roth…
Down the Middle
Reasons to Be Optimistic
…needs in the event that you part ways with Earth early. Jonathan: Peter, my tip of the month is to consider converting part of your Traditional IRA to a Roth….
Rethink Your Money
The Invisible Threat to Your Retirement
…for the largest decline ever.” “US government shutdown,” “Again, trade war,” “Yield curve inverts,” “Emergency Fed injection into the repo market,” and, “An Iranian bombing.” Those are just some of…
Rethink Your Money
Love, Money and Index Funds
…I know that’s super traditional, but just as an example. John: Right. Stephanie: And so oftentimes what I find is that the husbands are doing the, they’re doing the IRAs…
