New Roth IRA Opportunities

November 23rd, 2010

2010 is the first year in which taxpayers—including married taxpayers filing separately—are able to convert funds in regular IRAs (including SEP and Simple IRAs) to Roth IRAs, regardless of income level.  This can provide a significant opportunity for certain taxpayers. There are several advantages to a Roth IRA – All future earnings and distributions at […]

Top Ten Facts about Taking Early Distributions from Retirement Plans

February 18th, 2010

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 know that there can be a tax impact to tapping your retirement fund.  Here are ten facts about early distributions. Payments you receive from your Individual Retirement Arrangement before […]

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January 25, 2010
by: James • Tools

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October 17, 2008
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