by Kenny | Nov 1, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Question: Ed, I have converted a traditional IRA to a Roth this year, also have another Roth opened 10 years ago. Does IRS consider the converted Roth as being opened 10 years ago as far as earnings go? Can I combine the two... by Kenny | Oct 29, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Most defined contribution company retirement plans are going to consist of at least two components: the contributions the employer makes to the plan and the deferrals from salary the employee makes into the plan. Plans do not... by Kenny | Oct 26, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
With just a few months left in the year, National Financial Planning Month is a great time to take charge of your retirement saving strategy. Some of the most important things you can do are to make sure you’re creating a diverse portfolio that will protect your... by Kenny | Oct 22, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Like other accounts, distributions from IRAs of basis comes out tax-free. In this setting, basis would include both nondeductible IRA contributions and after-tax funds rolled over from company plans. While after-tax funds in an... by Kenny | Oct 17, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down...