Qualified Charitable Distributions: Charitable Giving Through Your IRA
December 8, 2022
Holiday time means receiving numerous appeals for charitable donations before the end of the year. Taxpayers often hurry to get their year-end checks or online donations...
Mega Roth IRAs Explained
January 13, 2022
A mega Roth IRA and the related mega backdoor Roth IRA conversion comprise a strategy to build retirement wealth with a supersizing feature (the “mega” part). Taxpayers...
Retirement Plan Contribution Limits for 2021
December 3, 2020
The IRS has announced 2021 contribution limits in its Notice 2020-79, which covers various types of retirement plans, including workplace retirement plans and individual...
Has Your Work Situation Changed? You Can Roll Your 401(k) Funds into a Self-Directed IRA
August 27, 2020
Do you have a retirement plan that is still with an employer where you are no longer working? If you have recently lost a job due to COVID-19, or are in job transition, make...
