Did you know that you can convert your traditional IRA to a Roth IRA? Many clients don’t know that option exists. If you have a traditional IRA, or other type of employer-sponsored retirement plan, … [Read more...] about Convert Your Traditional IRA to a Roth IRA
Why do I Need a Retirement Plan?
If you’re thinking about retirement, you may be under the assumption that your Social Security benefits and your 401k will be enough. The truth is, if you are looking forward to a comfortable … [Read more...] about Why do I Need a Retirement Plan?
How Does Bankruptcy Affect Retirement Planning?
Whenever someone finds themselves in financial trouble and they consider whether to file for bankruptcy, it is not uncommon for them to be concerned about losing their assets. One particular concern … [Read more...] about How Does Bankruptcy Affect Retirement Planning?
When Can I Access My IRA?
While you can technically withdraw from your IRA at any time, the question is, do you want to incur a penalty for doing so? The government charges penalties for early withdrawals from IRAs in order … [Read more...] about When Can I Access My IRA?
Who Can Put Money Into an IRA?
IRA contributions are critical, of course, because without them, there would be no funds for retirement. There are certain rules, as well as limitations, that apply to IRA contributions, depending on … [Read more...] about Who Can Put Money Into an IRA?
