Will Pro Rata Rules Trip Up Your Retirement Plan?
February 16, 2017 -Failing to understand these rules can force investors to pay more in taxes than they expected to.
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Failing to understand these rules can force investors to pay more in taxes than they expected to.
Take the tax break at the time of contribution or save it for later? We discuss the considerations.
Even buy-and-hold investors may be able to identify worthy candidates.
Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
‘Stepping up’ cost basis can reduce tax bills for lower-income investors.
Unwanted distributions will be here before you know it—navigate them wisely
How you can make a plan to protect yourself—or an aging parent
Must-know information for anyone considering a 529.
Knowing when you need help, being impartial, and documenting everything are central to being a successful trustee.
While company retirement plans often have guardrails, investors can goof with contributions, investment selections, loans, and withdrawals.
Successful investing requires a rare ability to overcome one’s own psychological weaknesses—but you have to identify them first.
A quick rundown of how the income produced by different investment types is treated at tax time.
Rules of thumb will not cut it for this important question. Learn how to customize based on your own situation.
6 steps to ensure that the money you inherit will last and help you meet your major financial objectives
Dramatic swings in prices have enormous economic consequences.
