If you have a trust named as a beneficiary of your IRA or other retirement accounts, make sure it still makes under the new tax law. Not sure if it does?
Watch this short video to find out.
3 Hidden Taxes a Roth IRA Conversion Could Create
When you convert a regular IRA to a Roth IRA the converted amount is treated as taxable income, but there are three other add-on taxes that could hit you that you need to know about.
How To Lower Required Minimum Distributions
Want to learn how you can keep minimum distributions as low as possible?
Can You Make IRA Contributions In Retirement?
If you are retired, you can still make a contribution to an IRA or a Roth IRA? If you are 70-1/2, can you use some or all of your required minimum distribution to contribute to an IRA or Roth IRA?