IRA

Posts from Rodgers & Associates on the subject of IRAs.


Converting an IRA to a Roth IRA? Know the Pro-Rata Rule

Posted on

Funding the tax-free side of the New Three-Legged Stool for retirement can be more difficult   

When and Why You Should Convert an IRA to a Roth

Posted on

The Tax Cuts and Jobs Act of 2017 (TCJA) eliminated the ability to use recharacterization   

This Method Can Lower Taxes for Upper Income Taxpayers

Posted on

Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

7 Steps to Take When You Inherit an IRA

Posted on

An IRA can be a wonderful account to inherit. However, the rules are complex and   

Should You Name Your Estate as Your IRA Beneficiary?

Posted on

Why naming your Estate as your IRA Beneficiary may not be a good choice.

How You’re Saving For Retirement Is More Important Than Ever – Here’s Why.

Posted on

The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs   

How To Avoid Paying Taxes Twice on the Same Income

Posted on

What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting   

This Is Why You Got a Form 5498 After Filing Your Taxes

Posted on

It doesn’t mean you missed something when you filed your taxes.

Three Common Pitfalls To Be Aware of When Taking Your RMD

Posted on

Taxpayers reaching age 70 ½ this year will discover the meaning of tax deferral. A   

Roth IRA Conversion: Does It Make Sense For You?

Posted on

Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

12 Tax Law Changes That Could Affect You for 2015

Posted on

The 2015 income tax filing season is just getting underway. There were more than 40   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437