Qualified Charitable Distributions

What is a qualified charitable distribution? Generally, a qualified charitable distribution is an otherwise taxable distribution from an IRA (other than an ongoing SEP or SIMPLE IRA) owned by an individual who is age 70½ or over that is paid directly from the IRA to a...

IRA and 401K…What Happens When Your Spouse Dies?

Thinking about retirement? Like most people, you’re probably most worried about having enough money to live comfortably. But what people often forget to plan for—quite understandably—is what happens after they die. For the sake of your spouse or other family members,...
Funding a Roth IRA and Contributing to a 401K

Funding a Roth IRA and Contributing to a 401K

You can contribute to both a Roth IRA and an employer-sponsored retirement plan, such as a 401(k), SEP, or SIMPLE IRA, subject to income limits. Each type of retirement account has annual contribution limits. For a Roth IRA or traditional IRA, the maximum annual...

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