Contributing to an IRA After Retirement

Contributing to an IRA After Retirement

One of our clients had a question a while back: Can a retired person keep contributing to an IRA? Take a moment and learn about the logistics of contributing to an IRA after retirement. Can a retired person keep contributing to an IRA? There are many types of...

IRAs: The Best Time to Pay Your Taxes

“When is the second best time to pay your taxes?” Many of our clients have retirement accounts, such as an IRA, 401(k) or a 403(b). These accounts take careful planning. Why? Because the accounts typically have never been taxed, and how you plan for them...
7 IRA Planning Traps to Consider

7 Questions to Ask In Order to Do Effective IRA Planning

IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the...