Yikes—Look at the Taxes!
“Once thought to be relatively obscure, IRD deductions are becoming more common. Big-ticket IRD items such as distributions from IRAs, 401(k)s, 403(b)s, and other...
Investing for Lifetime Tax Minimization
While everything in an IRA or qualified retirement plan grows tax deferred, it makes sense to own certain investments outside of an IRA in...
Ten Year Averaging
If you do need to take your funds for use, you may qualify for a tax break that the tax law provides to some...
What About After-Tax Contributions
Most contributions are pre-tax. Your can contribute right up to the plan’s limit, deducting all that money from your income before you pay taxes....
Net Unrealized Appreciation
Some people retire or leave a company and have significant amounts of employer’s stock in their qualified plan. In such cases, the tax law...
Tax Reporting of Rollovers
From IRA to IRA
Here you transfer funds from a traditional IRA to another traditional IRA, or from a Roth IRA to another Roth IRA....