Tags » Traditional IRA

Weekend Wrap-up: Military Personal Finance Articles You Should Read (3/25-3/31)

Enjoy this edition of “Military Personal Finance Articles You Should Read.” This blog entry only serves to summarize some of the previous week’s best personal finance articles, blog posts, and other content from a variety of sources so that you don’t have to. 352 more words

Military Transition

Retirement for Young Professionals

How can you think of retirement at a time like this?

Prep for the Zombie Apocalypse, but not for Retirement

What you’ve just said is one of the most insanely idiotic things I have ever heard. 449 more words

Available or not? A question about the IRA Qualified Charitable Distribution’s (QCD) availability we asked almost every year in the last decade since its introduction in the Pension Protection act of 2006.

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IRA

Retirement Plans in 1-2-3

April 17th, the last date an entry was posted to notrustfunds, was 201 days ago. In that time, we have learned Trump is being taken seriously by the GOP, bringing new meaning to the Grand Old Party and simultaneously spawning a new series of reality television where contestants take turns shouting on a stage. 944 more words

How much is your 401K costing you?

This week I met with clients with retirement planned 6 to 10 years from now.

In reviewing their retirement plans, the question I asked was, “How much do you need to contribute in order to get the company to contribute their profit-sharing piece. 186 more words

Retirement

Be Savage About Saving

Dear Young People,

It’s time to make an awesome plan that will lead you through a financially stress free life and a comfortable retirement.  Imagine that, stress free, worry free and without a lot of pain.   545 more words

IRA

Tax Tips - Inherited IRA Tax Basis

I inherited an IRA account. How is that taxable income to me?

Same as Decedent

When you inherit an IRA, your basis in the account is the same as the decedent’s basis. 305 more words

Individuals