Post
If you are at retirement age, you might be at a high risk for excess contributions due to rollover mistakes. This is because of the rule that says that the required minimum distribution (RMD) for the year cannot be rolled over. In fact, the RMD for the IRA must be taken before any of the funds in the IRA are eligible for rollover.
Read more
SSA Newsletter Disability Insurance: A Crucial Part of Social Security
- Patience Required
- Defining Disability
- Starting the Process
- Banking On the Blue Book
- When Cash Starts Flowing
- Calculating SSDI Benefits
- Medicare for the Disabled
- Getting Back to Work
- All in the Family
- Taxation and SSDI
- Steps for Application Success
Executive Summary
Advisor Mailbag
GUEST EXPERT:
Jean Priest
J Priest Solutions Retirement &
I have used the back door Roth IRA technique often and I will continue unless or until Congress changes it....
Read more
Forum
My daughter has a solo counseling business and files her taxes through Schedule C. She has been contributing the maximum allowed...
Read more
Post
QUESTION:My client is terminating employment and rolling over the funds from his 401(k). He was told that the funds must be rolled over to a “rollover IRA” and kept separate from any other IRA funds that he has. He already has another IRA, and he just wants to roll over the funds to that IRA. Is that allowed?
Read more
Forum
A 55-year-old solo entrepreneur has filed a 2023 extension. He wants to max out his Solo401k contribution and take advantage...
Read more
Forum
A previous advisor rolled $100k of after tax money from client’s 401(k) into an IRA. The intention of the client...
Read more
Forum
I am in my 70s with a traditional IRA, Roth IRA and regular brokerage account. The brokerage account is titled...
Read more
Forum
If a husband passes away and the surviving spouse assumes his 401k (at TIAA Cref) as a beneficiary account (i.e....
Read more
Post
By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport Here’s a question we get asked often: Say you retire in the...
Read more
