by Kenny | Apr 5, 2018 | IRA BLOG
Question: Thank you for your very interesting monthly articles. I have the following Roth-related earned income question: Have any clever retirees and/or tax advisors figured out exactly how to justify claiming that either “conventional” pension payments or RMD... by Kenny | Apr 4, 2018 | IRA BLOG
A QCD is a qualified charitable distribution. It is a way to transfer funds from your IRA to a qualifying charity as a non-taxable distribution. It can also satisfy your RMD (required minimum distribution) for the year. You must be at least age 70½ at the time of the... by Kenny | Apr 2, 2018 | IRA BLOG
For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as quick source of cash. If this is your situation and you are thinking about using your IRA for a short-term loan,... by Kenny | Mar 29, 2018 | IRA BLOG
Question: Dear Mr. Slott, I have been receiving your e-mails for a number of years and have read your comments in The Wall Street Journallong before that – and have always found them of value. I have two questions I am hoping you can help me with that I believe have... by Kenny | Mar 28, 2018 | IRA BLOG
Tax return information is confidential. As the April 17th tax filing date approaches, pay attention to keeping your tax return information out of the hands of those who could cause you harm. Protecting Information on Your Tax Return Your tax return is full of private... by Kenny | Mar 26, 2018 | IRA BLOG
One of the many issues facing self-employed individuals is how to save for retirement. Of course, one option is to open a traditional or Roth IRA. However, the annual maximum contribution is low in terms of retirement planning. In 2018, it $5,500 if you are under age...