Get sound advice from a knowlegable financial professional, with over 15 years experience in helping individuals reach their retirement goals through income options on annuities as well as answering questions on IRAs to include 72(t) and Required Minimum Distributions, Stretch IRAs and Roth Conversions.
Recent PostsHere's a question I'm sure you've never encountered. I am 50 years old. I worked in the USA from 1987 - 1995. During this time period I was employed and contributed to a 401k plan along with my employer. In 1995 I moved to Europe (Greece) with my...
With so much being written and talked about regarding Roth IRA conversions, you may be wondering whether you can “roll-over” your qualified retirement plan directly into a Roth IRA. The simple answer is “yes,” because of the passage of the Pe...
I’ve been hearing and seeing a lot about “Roth IRA conversions” recently. I think taxes will be increasing in a year or so, and am thinking about converting my traditional IRA to a Roth IRA now, so I can take tax-free distributions when I retir...
You have contributed to Social Security your entire life, and now you wonder if it will be there for you when you are ready to retire. None of us have that answer, but there are ways to help ensure you maximize your opportunities to save for retireme...
Distributions from an IRA prior to age 59 ½ may be subject to a 10% IRS penalty in addition to ordinary income taxes. Under Internal Revenue Code 72(t), there are certain exceptions that will allow the 10% penalty to be waived by the IRS, such as de...
There are two different types of IRAs available today, the traditional IRA (deductible and non-deductible) and a Roth IRA. Traditional IRAs are usually funded with pre-tax dollars, which means you will have to pay taxes on the entire amount when you ...
This blog is currently rated a 5.00 out of a possible 5 based on 4 comments.
SamYour blog is rich in useful info's. Thank you for your sweet comment to my very simple blog. I am surely will contact you in the near future when it comes to IRA thing because I am not that familiar to it yet. Thank U again and God bless
IkeJan, terrific information and timely for many Americans. Young people should begin investing early and us older folks need this type of info to keep us educated. All the best!
SandiHi, I'll happily add you. I just keep messing up and forgetting how to add friends to my blog..lol I'm very new to all this but I won't give up.
Thx, Sandi
A blog about building wealth, one dollar at a time
Retiring with a Plan is an online bibliography that coincides with the release o…
let's plan our retirement with investing in various investment instrument
Jan, terrific and helpful information on your site. A lot of people will find this valuable, including myself.
All best wishes!
Posted: November 15th, 2009 | More Reviews From iwaller | Report This Comment