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Tip of the Day – March 17, 2015

Posted on March 17, 2015 by Jonathan

If the plan administrator of the 401(k) and the IRA custodians do not accept “per stirpes” (aka descendants) beneficiary designations, then you might want to consider naming a trust as beneficiary if you eventually plan to pass what remains of those accounts down to your children.

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Food for Thought – March 16, 2015

Posted on March 16, 2015 by Jonathan

Did you know that most Americans spend more time planning vacations than they do planning for retirement?

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Food for Thought – March 15, 2015

Posted on March 15, 2015 by Jonathan

How often do you check the numbers in your retirement account? Do you know how much you have saved off the top of your head?

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Tip of the Day – March 14, 2015

Posted on March 14, 2015 by Jonathan

The tax code says that IRA required minimum distributions are not eligible to be converted to a Roth IRA, which means that even though RMDs are taxable, they cannot be deposited into your Roth IRA.

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Food for Thought – March 13, 2015

Posted on March 13, 2015 by Jonathan

Did you know that IRAs make up the largest single share of the retirement savings market with an amount amount worth an estimated $7.3 trillion?

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Tip of the Day – March 12, 2015

Posted on March 12, 2015 by Jonathan

Did you know that you can move your pretax 401(k) investments and earnings into a traditional IRA, where they will continue to grow tax-deferred? You can also direct your after-tax 401(k) investments into a Roth IRA, where they avoid federal tax. To take advantage of that, you’ll need to roll over everything at once.

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Tip of the Day – March 11, 2015

Posted on March 11, 2015 by Jonathan

If you rolled over any retirement plan distribution in 2014, you must report the rollover on your federal income tax return (IRS Form 1040). This includes distributions from any IRA that are payable to the IRA owner as well as all distributions from a company retirement plan, such as a profit sharing plan, 401(k), 403(b) or government 457…

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Food for Thought – March 10, 2015

Posted on March 10, 2015 by Jonathan

Did you know that there are more than 600,000 people in America with at least $1 million in an IRA?

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Food for Thought – March 9. 2015

Posted on March 9, 2015 by Jonathan

Did you know that Americans have an estimated $24.2 trillion in retirement assets? To put that into perspective, the entire gross national debt is about $18.1 trillion.

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Tip of the Day – March 8, 2015

Posted on March 8, 2015 by Jonathan

If you plan on using an estate planning option, such as a disclaimer or a trust, make sure that option is available for your IRA or employer plan.

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