Posts from Rodgers & Associates on the subject of IRAs.

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

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

How To Avoid Being Double Taxed On Your After-Tax IRA Contributions

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The primary goal of income tax planning is to pay the least amount of tax   

Follow the Rules When Rolling Over Your Pension to an IRA

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Many companies are closing out their pension plans, giving workers the opportunity to roll them   

When and Why You Should Convert an IRA to a Roth

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

This Method Can Lower Taxes for Upper Income Taxpayers

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

Are Roth Conversions Right for People Over 70-½?

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Roth IRAs are not subject to RMD rules.

7 Steps to Take When You Inherit an IRA

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

Should You Name Your Estate as Your IRA Beneficiary?

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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.

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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

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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

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

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