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Roth IRA Conversions-In Plain English
A real deer in headlights, not my husband. I was having dinner with my husband and was telling him that we needed to think about doing a Roth IRA conversion this year. The more detail I went into, the...
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Last Minute Tax Tips for Seniors: IRA Charitable Rollover
UPDATED FOR 2013 The Charitable IRA Rollover is still available for 2013! What is an IRA Charitable Rollover? If you’re 70 and 1/2 or older, you’re required to make required minimum distributions...
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IRAs for Dummies
Photo by Athena Workman Updated June 1, 2013 Okay first and foremost, you’re not a dummy! But I wanted to make a simple post with simple explanations about IRAs. This isn’t the be all end all of IRA...
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Tax Tips for Single People
If you’ve skimmed through my other blog posts, you might notice that I have lots of tips for people with children, people who are old, or people with various family situations. What you don’t see is...
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Reporting the ROTH IRA Conversion on your Tax Return
Retirement by Scott Wills It might have seemed like a simply marvelous idea at the time, but lots of people who did the ROTH IRA conversion are having a bear of a time getting it all sorted out on...
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Cancelling Your Roth IRA Conversion
Photo by voxtheory on Flickr.com Whoa, that Roth IRA conversion you did last year seemed like such a great idea at the time didn’t it? I know I thought it was pretty wonderful. But things change and...
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Tax Planning Isn’t Rocket Science, But it Can Save You Money!
This is an old NASA shot of the launch of Friendship 7. Today I want to talk about tax planning, and why it’s so important. I recently got a call from a woman who wanted to take $30,000 out of her IRA...
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ROTH IRA Strategy for High Income Earners
This is where the ROTH IRA conversion comes in. If you don’t have any money in a traditional IRA yet, then you can take that non-deductible IRA and convert it to a ROTH IRA with no tax. -Photo by Simon...
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Roth IRA Facts
A roth IRA is one investment vehicle that can help with your income during retirement. Photo by OTA Photos at Flickr.com ________________________________________________________________________ I write...
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How To Allocate Your Savings
I recently wrote a post about saving money and why you need to have an emergency fund saved up before you start saving for retirement. (See: How Much of My Income Should I be Saving?...
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