IRA, Retirement and Tax Planning Limericks

Wednesday, September 19, 2012

By Jeffery Levine, IRA Technical Expert  

Follow Me on Twitter: @IRAGuru4EdSlott

Retirement planning is a serious issue, a technical issue, one that involves very intricate terminology and an advanced, educated financial team to make sense of it all. But, sometimes, the basics can be broken down in interesting ways, hence The Slott Report’s IRA, retirement and tax planning limericks.

We will post one of them every hour through 4:00 p.m. (ET).  Enjoy, let us know which is your favorite and share them on Facebook, Twitter, LinkedIn and with friends, family, colleagues and clients.

Taxes can be such a pain
And they show no signs they will wane
But converting today makes future ones go away
So you can enjoy all the gain

A proper beneficiary form
Really should be quite the norm
But few have them right and it’s an unfortunate sight
To see a beneficiary ending up scorned

IRA contributions may seem small
You might think they are nothing at all
But thanks to compounding growth can be quite astounding
So retirement can be a ball

IRA trusts are complex
Even experts can often be vexed
So make sure there is need before you proceed
To increase chances of success
 

 

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