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Tag Archives: IRA
TMTW #454 – Rollovers are all bad! Use only direct transfers
Tax and Money Tip of the Week: Rollovers are all bad! Use only direct transfers October 9, 2019 | No. 454 Click Here to read an article in Investment News by Ed Slott regarding IRA rollovers. Questions or Comments? You can add … Continue reading
TMTW #436 – Backdoor Roth IRA Opportunities Still Available After TCJA
Tax and Money Tip of the Week: Backdoor Roth IRA Opportunities Still Available After TCJA June 5, 2019 | No. 436 Good news. The Tax Cuts and Jobs Act (TCJA) did not harm the backdoor Roth strategy. As you likely know, the … Continue reading
TMTW #406 Retirement Plan and IRA Rollover Advice
Tax and Money Tip this Week: Retirement Plan and IRA Rollover Advice October 31, 2018 | No. 406 When moving your retirement money to an IRA, you should follow this one rule of thumb. If you fail to follow the rule … Continue reading
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Tagged IRA, NC CPA, Raleigh CPA, Retirement, Tax and Money Tip of the Week
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TMTW #306- Join Up for a Spousal IRA
Tax and Money Tip this Week: Join Up for a Spousal IRA October 12, 2016 | No. 306 Click here to read the article on ‘Spousal IRA’s’ from Business Management daily. Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading
TMTW # 283- Inheriting an IRA: Ignoring Non-Person Beneficiaries
Tax and Money Tip this Week: Inheriting an IRA: Ignoring Non-Person Beneficiaries May 4, 2016 | No. 283 IRA’s with multiple beneficiaries that include charity or other non-person entity must pay out that entity’s share by September 30 of the year following … Continue reading
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Tagged IRA, Raleigh CPA, Tax and Money Tip of the Week
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TMTW #282- Inheriting an IRA: Not Dividing the IRA Among Heirs
Tax and Money Tip this Week: Inheriting an IRA: Not Diving the IRA Among Heirs April 27, 2016 | No. 282 Be sure to advise your beneficiaries to split the IRA, especially if they have a wide age difference. If the … Continue reading
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Tagged IRA, North Carolina CPA, Raleigh CPA, tax tip
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TMTW #281- Inheriting an IRA: Titling the IRA Account Improperly
Tax and Money Tip this Week: Inheriting an IRA: Titling the IRA Account Improperly April 20, 2016 | No. 281 Nonspouse beneficiaries cannot roll an inherited IRA into their own IRA. Instead, a separate account must be set up with a … Continue reading
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Tagged IRA, Raleigh CPA, Tax and Money Tip of the Week
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TMTW#258- Inheriting an IRA
Tax and Money Tip this Week: Inheriting an IRA November 11th, 2015 | No. 258 An informative article on Inheriting an IRA Click here to read the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading
TMTW #234- Four Tips To Stretch Your IRA
Tax and Money Tip this Week: Four Tips To Stretch Your IRA May 27th, 2015 | No. 234 A great article on getting the most out of your IRA from Investor’s Business Daily Click here to read the article Questions or Comments? … Continue reading
TMTW #216- Growing Retirement in 2015
Growing your Retirement in 2015 January 14, 2015 | No. 216 An informative article about your 2015 retirement fund from the New York Times New York Times: Limit(ed) Additions Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading
Posted in Tax and Money Tip of the Week
Tagged 401(k), IRA, Retirement Plans, Roth IRA
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