IRA

Roth IRAs: You Wanted to Know

If we had a dollar -- make that $10 -- for every reader e-mail we've received about the Roth IRA, we'd be retired in Hawaii instead of working in an office in [...]

The other way to invest in a Roth IRA

Even if your income exceeds the Roth IRA income eligibility requirements -- and I suggest you check out this calculator to verify whether that's really the [...]

How To Convert A Non-Deductible IRA Into A Roth IRA

If there's one common agreement among financial planners it's undoubtedly that the Roth IRA is hands down the best retirement vehicle available to individuals. [...]

The Serial Backdoor Roth, A Tax-Free Retirement Kitty

If your income is too high, you can't contribute directly to a Roth individual retirement account, but you can get one in a backdoor way. Step 1: Open a [...]

Important Retirement Tax Deadlines for 2011

Retirement savers who want to get a 2011 tax deduction for their 401(k) and IRA contributions should pay attention to several deadlines. Retirees need to take [...]

In-service 401(k) Withdrawals: Right Strategy For Boomers?

Can you withdrawal money from your 401(k) while you are still employed? Not everyone should, not everyone can, however, if you can, it may mean that you can [...]

Did you Take an Early Distribution from Your Retirement Plan?

Some taxpayers may have needed to take an early distribution from their retirement plan last year. The IRS wants individuals who took an early distribution to [...]

Get Credit for Your Retirement Savings Contributions

You may be eligible for a tax credit if you make eligible contributions to an employer-sponsored retirement plan or to an individual retirement arrangement. [...]

Solo401K/SDIRA plan

Self Directed 401K/IRA – Prohibited Transactions The most notable difference between using a Self Directed (SD) plan versus traditional investing is the [...]