by Chris GrandeOctober 20, 2020 IRA Planning What Taxes Are Paid When You Convert to a Roth IRA? Helping readers with the likely taxes on a Roth conversion was a fun answer to give on Quora. As more … Read More
by Chris GrandeApril 6, 2016 IRA Planning A Prohibited Transaction Blows Up Another IRA Another IRA prohibited transaction by a taxpayer blows up yet another IRA from LISI James and Judith Thiessen wanted to obtain … Read More
by Chris GrandeSeptember 23, 2015 IRA Planning Prohibited Transaction Blows Up IRA Bankruptcy Protection Prohibited Transaction the Culprit: Court Rules IRA not Protected In a relatively recent court case, Kellerman v. Rice (9/14/2015) the US … Read More
by ChrisJune 24, 2013 IRA Planning IRS Rules Partial IRA Transfer Blows Up a 72t Plan A partial IRA transfer currently using Rule 72(t) led to another predictable result for an IRA who was ignorant of … Read More
by ChrisJanuary 7, 2013 IRA Planning Why IRA Contribution Indexing Is a Boon to the Self Employed images courtesy of Tax Credits via Flickr Millions of small businesses in the US are owned by people who need … Read More
by ChrisOctober 22, 2012 IRA Planning, Retirement Income Planning Should You Take A Pension Roll-out Lump Sum Option? A pension roll-out lump sum should only be taken after the most deliberate study of the figures. I’ve been getting … Read More
by ChrisJuly 16, 2012 Investing, IRA Planning, Retirement Income Planning, Under Age 35 6 Inherited IRA Mistakes to Avoid Note on Inherited IRA Mistakes: IRA issues can affect multiple generations! Inheriting an IRA is not like inheriting a car. … Read More
by ChrisJune 28, 2012 Financial Planning, IRA Planning, Retirement Income Planning Pension Buy-Outs Put Retirement Incomes at Risk On the back of a recent pick up in performance in auto sales, auto makers are smartly looking to buy … Read More
by ChrisMarch 26, 2012 IRA Planning, Retirement Income Planning 72T Questions Increasing As More People Choose to “Retire” Early If you’re like many people, you’re getting sick of working at your job. And instead of continuing to look for a job similar … Read More
by ChrisDecember 14, 2011 Financial Planning, IRA Planning, Retirement Income Planning Don’t Make This Costly IRA Beneficiary Mistake A beneficiary mistake on an IRA can cost you thousands… You’ve done your estate planning and probate real estate. You’ve … Read More