IRA

 

Recharacterize Your Roth IRA Conversion

3:00 pm, September 13, 2011

With the market downturn in recent months, you may want to hit the free "undo" button on your Roth.

 

Undoing a Roth IRA Conversion May Save Money

2:27 pm, September 06, 2011

The stock market's summer nosedive was extra painful for those who recently converted their Individual Retirement Accounts to Roths.

 

IRAs Under $5,000 Could Get Kicked to the Curb

2:00 pm, July 28, 2011

Brokerages might drop millions of IRA account holders if a proposed labor rule takes effect.

 

Self-Employed May Want to Move to Self 401(k)

3:00 pm, July 12, 2011

Self-employed people using a SEP IRA may want to look at a switch to a solo 401(k).

 

In Your 50s? Create Your Own Pension

5:00 pm, June 23, 2011

Retirees need a stream -- a pension income stream. An immediate fixed annuity can get the funds flowing.

 

In Your 40s? Assess Your Retirement Savings

2:30 pm, June 01, 2011

At age 40, you still have 20 years of road in front of you and can make financial changes that yield results.

 

In Your 40s? Avoid the IRA 'Double Tax'

3:30 pm, May 09, 2011

Heirs might dodge a double tax a couple of ways, including by you planning distributions to them.

 

The Nondeductible IRA Is a Bad Idea

5:00 pm, April 14, 2011

Don't subject your investments to a higher tax rate when you don't need to.

 

Reminder: Take Your IRA Distributions by April 1

9:00 am, March 30, 2011

If you turned 70 ½ in 2010, you have until Friday to take your first required minimum distribution.

 

Tax Tip: Contribute Now to Tax-Deferred Accounts

2:00 pm, January 20, 2011

MainStreet's tax expert talks about when the best time is to contribute to a tax-deferred account.

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