Interested in learning more about SARSEP tax returns? This comprehensive article will cover everything you need to know about SARSEP IRAs, including eligibility, contribution guidelines, tax… Read More
Are you looking to secure your financial future and save for retirement?
Consider a traditional IRA. We explore the definition and advantages of a traditional IRA, the importance of starting… Read More
Consideration of investing in a Gold IRA for retirement savings necessitates a thorough understanding of the IRS regulations governing Gold IRA withdrawal taxes. This knowledge is essential… Read More
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In this episode we’re going to give you a comprehensive guide to Required Minimum Distributions (RMDs) including:
1. What a… Read More
April 2024: The IRS has updated directions for required minimum distributions (RMD) for beneficiary IRA holders.
***This is NEW guidance from the IRS for 2024, as of April 2024 ***
In th… Read More
Curious about how IRA losses work, especially when it comes to gold investments?
This article breaks down everything you need to know about recording losses on gold within your IRA.
We cover… Read More
IRS: Seniors, retirees not required to take distributions from retirement accounts this year under new law
The Internal Revenue Service today reminds seniors and retirees that they are not… Read More
Curious about how to maximize your retirement savings?
We explore the benefits of rolling over a 457 plan to a Roth Gold IRA, including tax-free withdrawals, asset diversification, and prote… Read More
If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax required minimum distribution (RMD) rules after reaching a ce… Read More
Required minimum distributions – or RMDs – aren’t voluntary. You have to take RMDs after age 72 if you want to stay in compliance with the IRS…and avoid paying pen… Read More
Today, were talking about the RMD ages. RMD is the required minimum distribution the IRS makes you take as distributions from your traditional IRA or traditional TSP account. They’ve… Read More
Welcome to Atterbury Investment Management, your go-to channel for mastering retirement planning and smart investing strategies. In this video, we dive into the intricacies of retirement p… Read More
No matter how simple your tax situation is (or how simple you think it is), we have two words for you: Don’t wait.
Tax day 2024 is Monday, April 15.
You’re not alone if you&r… Read More
Wondering what you can expect when it’s time to take your RMD (required minimum distribution)? Don’t worry, we got you. Watch our video as Ryan walks you through how RMDs work… Read More
Did you know you’re required to start withdrawing a portion of your retirement funds at a certain age? called Required Minimum Distributions (RMDs), ensure you don’t let your ne… Read More
Your income taxes aren't due for months, but careful planning now could result in a bigger tax refund next year. Take time before the year ends to assess your tax burden for 2024.The winter… Read More
As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules.
FedLife Podcast (ep. #10… Read More
As we approach the close of another year, it’s time to shift our focus from holiday festivities to a plan for a secured Financial Future by a comprehensive review of our financial lan… Read More
Required Minimum Distributions work differently depending on the type of account. How can you most effectively plan for them?
Today we’re talking through everything you need to know… Read More
Despite fears of an inevitable government shutdown, a last-minute funding deal struck between the Speaker of the U.S. House of Representatives and the chamber’s Democrats now allows re… Read More
IRS reminds those over age 72 to start withdrawals from IRAs and retirement plans to avoid penalties
The Internal Revenue Service today reminded those who were born in 1950 or earlier that… Read More
Since the reverse mortgage business is primarily defined by the Federal Housing Administration (FHA)’s Home Equity Conversion Mortgage (HECM) program, it is reliant on the functioning… Read More
The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum distributions (RMDs) from… Read More
Roth IRA Distribution Rules! How to Avoid Roth IRA penalties from attacking your nest egg.
Link to spreadsheet can be found here:
Other vids:
Our complete investing library can be found… Read More
How do required minimum distributions work? What is the required
minimum distribution age? Should you take RMD from traditional iras, simple iras, sep iras, pre-tax 401k, or roth 401k?
In… Read More
The past few years have been shaky in the retirement savings landscape, but lawmakers have taken great strides to aid seniors in saving a greater amount for retirement and holding on to thei… Read More
Gold-denominated IRAs are a popular option for individuals who wish to incorporate actual gold in their retirement planning. Several banks and credit unions provide this kind of account… Read More
How can you reduce taxes, IRMAA, net investment income tax, and required minimum distributions when you’ve got too much money in your tax-deferred retirement account (traditional IRA… Read More
April 18 is the deadline for filing your 2022 tax return. But a couple of other tax deadlines are coming up in April and they’re important for certain taxpayers:
Saturday, April 1 is t… Read More
Hi, I’m Bette Hochberger, CPA, CGMA. The 2023 tax season has officially begun, so I will discuss the deadlines to file your 2022 taxes today. As we are already heading into March, by n… Read More
As you method the age of 72, it’s time to start out occupied with taking required minimal distributions (RMDs) out of your retirement accounts resembling 401(okay)s, 403(b)s, and part… Read More
Now is the time of year to do everything you can to minimize taxes and maximize your financial health with proper year-end planning. In this article, we’ll look at several actions to… Read More
A trial stemming from a complaint by the U.S. Department of Justice (DOJ) against a reverse mortgage lender which was originally scheduled to go to trial next year has been pushed to 2024, w… Read More
The Federal Housing Administration (FHA) on Wednesday issued Mortgagee Letter (ML) 2022-15, which updates the requirements surrounding notices for due and payable statuses on Home Equity Con… Read More
The 116th U.S. Congress passed the Coronavirus Aid, Relief, and Economic Security Act, popularly known as the CARES Act, a $2.2 trillion economic stimulus package, and President Donald Trump… Read More
If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-effici… Read More
It’s that time of year again. Tax season is upon us, and there might be many different forms that you need to understand. This includes IRS Form 5498.
As with most tax document… Read More