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IRA ARTICLES

CAN YOU CONTRIBUTE TO A ROTH IRA?

Contributing to a Roth IRA is generally considered to be a good idea. But not everyone is eligible to make an annual contribution. We have seen several cases recently of individuals who contributed for many years until they discovered they were not eligible to make...

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CAN YOU LOSE AN IRA TO MEDICAID?

As Americans live longer, more are eventually coming to need long-term nursing home care.  The cost of this can be devastating to a family. Nursing home care now costs an average of over $85,000 per year, and much more than that in some parts of the country. Medicaid...

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LATE 401(K) DEPOSITS

Every retirement plan custodian has an interactive website that participants can visit, if their employer offers that feature. While all are a little different, the websites all contain access to vital information about your account under the plan. You can review your...

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10 THINGS EVERYONE SHOULD KNOW BEFORE THEY MOVE THEIR IRA

Change can be good. Is your IRA ready for a change? Maybe you are looking for a new type of investment or maybe a new IRA custodian. To change it up with your IRA, you may need to move your IRA funds. Here are 10 things everyone should know before they move their IRA....

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ROLLING OVER IRAS & EXCESS CONTRIBUTIONS: TODAY’S Q&A MAILBAG

Question: My husband passed away this April at 83. I’m 68 and sole beneficiary of his traditional IRA.  I was advised that it didn’t matter if I rolled his IRA into mine and then took his RMD for the year as long as I do so by 12/31/2018.  I rolled his IRA into mine...

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CONGRESS SAYS NO ROTHIFICATION … FOR NOW

When someone keeps telling you not to worry about them doing a certain thing, you know they are thinking about doing that very thing. That’s what Congress is doing with so called “Rothification.” As a review, “Rothification” – as it has become known –  is a way to...

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