Tag Archives: IRA

TMTW #110 – Roth IRA Conversions: Opportunities and Deadlines

Posted on September 19, 2012 by taxblogger

Tax and Money Tip of the Week Roth IRA Conversions: Opportunities and Deadlines | September 19th, 2012 | No. 110 Potential increase in federal income tax may make 2012 Roth conversions attractive When you convert a traditional IRA to a Roth … Continue reading →

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TMTW #109 – Using IRAs to Cover Colleges Expenses

Posted on September 12, 2012 by taxblogger

Tax and Money Tip of the Week Using IRAs to Cover College Expenses September 12th, 2012 | No. 109 It’s time for college students to head back to school.  But how are you going to pay for this next year of … Continue reading →

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TMTW #105 – Can I make a donation from my IRA this year?

Posted on August 15, 2012 by taxblogger

Tax and Money Tip of the Week Can I make a donation from my IRA this year? August 15th, 2012 | No. 105 I recently fielded a question from one of our clients that I felt would be of interest … Continue reading →

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TMTW # 82 – Encourage your Senators to Vote to Protect Inherited IRAs

Posted on February 22, 2012 by taxblogger

Tax and Money Tip of the Week Encourage your Senators to Vote to Protect Inherited IRAs February 22, 2012 | No. 82   Inherited IRAs- How to Contact your Senators Last week, I encouraged all of you to write to your … Continue reading →

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TMTW # 81 – Big Potential Tax Increase/Hit to Retirement Plans

Posted on February 15, 2012 by taxblogger

Tax and Money Tip of the Week Big Potential Tax Increase/Hit to Retirement Plans February 15, 2012 | No. 81 Congress Considering Major Change for IRAs   In the latest transportation funding bill, Congress is considering eliminating Stretch IRAs for people … Continue reading →

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IRA Terms You Sould Know

Posted on September 21, 2011 by taxblogger

There were a lot of discussions this recent tax season regarding the tax law changes on Roth conversions. Those conversations will likely continue this year, as some changes to your new Roth can be made through October 2011.
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Throwing Out The Old Rules of Money #2

Posted on May 11, 2011 by taxblogger

Retirement Planning Old School Wisdom: Convert your traditional IRA to a Roth IRA

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2010 IRA Contributions

Posted on March 23, 2011 by taxblogger

There’s still time to make a regular IRA contribution for 2010! Continue reading →

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RMDs – Don’t Forget Your Required Minimum Distributions For 2010 By December 31st!

Posted on December 29, 2010 by taxblogger

If you are age 70 1/2, Don’t forget to take out your RMDs for 2010 from your IRAs before 12/31/10!

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