Follow This Formula When Converting an IRA to a Roth
Here, we break down the IRS pro-rata rule—a calculation that helps distinguish pre-tax and after-tax funds.
High Earners: Maximize Your 401(k) Match Using This Simple Tool
Don’t leave money on the table.
Why is Time-Weighted Return a Good Way to Track Performance in Retirement?
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
Non-working Spouses Can Contribute to an IRA: Here’s How
Income earned by one spouse can be used to fund retirement accounts for both spouses.
Important Age Milestones in Retirement
59½? 70½ ? How does the IRS come up with these?
Don’t Get Penalized for Having Stock Market Gains
You may need to make quarterly tax payments on your capital gains.
Did You Know You Can Appeal Higher Medicare Premiums?
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
Pay Taxes Once, Instead of Four Times, Using Your IRA’s Required Minimum Distribution
Learn whether you can use your IRA’s Required Minimum Distribution (RMD) to pay some or all of your quarterly tax estimates.
Give Your 401(k) an Upgrade with Fidelity BrokerageLink®
Does your employer-sponsored retirement plan offer brokerage services? If so, you may gain access to expanded investment choices, including a range of mutual funds.
Are You Missing Out on These 3 Common Tax Strategies for Retirees?
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Health Savings Accounts (HSA)
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
Understanding the Tax Implications of Company Stock Based Compensation
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?
We all know that regularly maintained vehicles are more reliable, more durable, and have a higher resale value. What about your financial plan? Is a once a year check up on your investment…
IRA Rollovers
An IRA can be a great way to save for retirement. When is it smart to roll over a 401(k) to an IRA? Get some tips on IRA’s on this edition of…
Organize Your Financial Documents with These 10 Helpful Categories
Save time, Save money, Save headaches!
Why Standard Deviation Matters When Choosing Investments
Volatility often causes people to make decisions that may not be in their best interest.
Want to Retire Early? Consider the Benefits to Converting Your IRA Assets to a Roth IRA Before Drawing Social Security
Be aware of this window of opportunity and all the specifics.
