by Kenny | Jul 9, 2018 | IRA BLOG
Change can be good. Is your IRA ready for a change? Maybe you are looking for a new type of investment or maybe a new IRA custodian. To change it up with your IRA, you may need to move your IRA funds. Here are 10 things everyone should know before they move their IRA.... by Kenny | Jul 5, 2018 | IRA BLOG
Question: My husband passed away this April at 83. I’m 68 and sole beneficiary of his traditional IRA. I was advised that it didn’t matter if I rolled his IRA into mine and then took his RMD for the year as long as I do so by 12/31/2018. I rolled his IRA into mine... by Kenny | Jul 5, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
You’re unlikely to reach retirement age without somebody asking you about annuities. They want to know whether you considered buying one, and if they work for an insurance agency, they’re likely to try to sell you on the benefits of a lifetime income that annuities... by Kenny | Jul 3, 2018 | IRA BLOG
When someone keeps telling you not to worry about them doing a certain thing, you know they are thinking about doing that very thing. That’s what Congress is doing with so called “Rothification.” As a review, “Rothification” – as it has become known – is a way to... by Kenny | Jul 2, 2018 | IRA BLOG
After retiring, your taxable income may consist entirely of IRA distributions and investment returns. You’ll have two ways to remit the tax owed on this income to the IRS: (1) make quarterly estimated tax payments, (2) have tax withheld from the distributions....