July 14, 2020

Unique IRA Opportunities for 2020

Article Highlights: 2020 Tax Saving Opportunities Traditional IRA to Roth IRA Conversions Paying the Conversions Tax Required Minimum Distribution (RMD) 2020 RMD Waiver Coordinating Distributions with […]
May 29, 2020

What’s Best for You – Traditional or Roth IRA?

Article Highlights Traditional IRA Roth IRA Selecting the IRA Type for You Penalties Conversions Spousal IRAs Retirement Distributions The tax code offers two types of IRAs; […]
March 27, 2020
IRA investments change

New Twist Added to the IRA-to-Charity Provision

Article Highlights Qualified Charitable Distributions (QCDs) Required Minimum Distribution Age Limit Repealed for Traditional IRA Contributions Coordination of QCDs and Deducted Traditional IRA Contributions Ever since […]
March 4, 2020

Congress Removes IRA Contribution Age Restriction

Article Highlights: Appropriations Act of 2020 Age Limit Repeal Contribution Limits Compensation Higher Income Taxpayer Deduction Phase-Out Spousal IRA Contribution Timing On December 20, 2019, President […]
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