Posts tagged RMD
Dividend Investing - Navigating Hype and Pitfalls To Get Results.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.


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Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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When Markets Give You Lemons, Make Roth Conversion

A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.

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April Brings Spring, Baseball and Taxe… Squirrel!

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

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Yes, Backdoor Roth and Roth Conversions Are Still Open to All.

The news of Congress limiting Roth IRA conversions and eliminating Backdoor Roth? Never mind (for now).

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September is the Best Tax Planning Month. Yes, really.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

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Closing Time for 2020

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

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To Convert or Not To Convert: Taxation Is The Question

Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.

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Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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The SECURE Act: Congress spins “Taxman” for next generation

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

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Roth Conversion: Wrap Up Your Tax Year

Pay the IRS a tax for the gift of tax-free retirement growth.

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Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.

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