by Kenny | Nov 15, 2018 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Question: I am 70 ½ and still working in 2018. If I work part time (still employed) in 2019, can I delay my 401K RMD until 2020? Best regards, Will Answer: Will, If you are still employed by the company that is offering the 401(k)... by Kenny | Nov 14, 2018 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst There is a 131-page bill currently working its way through the U.S. legislature. The proposal would amend the Internal Revenue Code and encourage retirement savings. While the “Retirement Enhancement and Savings Act of 2018,” or... by Kenny | Nov 12, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst The road to retirement is long. Along the way you may need to move the funds in your IRA. When that time comes, you will want to be sure that everything is done correctly. Moving your retirement funds can be tricky and the consequences... by Kenny | Nov 8, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: Dear Ed Slott team members, Would you please address the following scenario. You bought stock in an IRA for a $1000. Ten years later, it has appreciated to $10,000. If the stock was not in an IRA, you would owe capital gains... by Kenny | Nov 7, 2018 | IRA BLOG
By Andy Ives CFP®, AIF® IRA Analyst Assisting business owners with the establishment of a new 401K plan brings a multitude of questions. From plan design to investment options to employee education, everything is in play. One common topic of discussion is the plan’s... by Kenny | Nov 5, 2018 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Good news for retirement savers! The IRA contribution limit, which was $5,500 for 2018, will rise to $6,000 for 2019. If you are over age 50 in 2019, you will be able to save even more. The limit for those who are age 50 or over in...