Traditional IRA

A Guide to Required Minimum Distribution Rules for IRAs and Employer Plans

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RMD rules are similar for both types of accounts, but there are some differences.

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   

Roth IRA Conversion: Does It Make Sense For You?

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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.

Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.

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6 significant differences between IRAs and other financial assets.

Want to Retire Early? Consider the Benefits to Converting Your IRA Assets to a Roth IRA Before Drawing Social Security

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Be aware of this window of opportunity and all the specifics.

Three Ways to Invest in a Roth IRA

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How do you get money into this valuable retirement tool?

Income Too High to Take Advantage of a Roth IRA? Maybe Not!

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The problem for upper income taxpayers is how to contribute to a Roth IRA with the income limits currently in place.

Stay in Control of Your Retirement Savings

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Mary Jane worked for a company in Massachusetts and faithfully contributed to the 401(k) plan   

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