During the pandemic, there will be plenty of things you can’t control, like the stock market.
Here are 3 ways to benefit your IRA that you can control.
Naming a Trust as Beneficiary of Your IRA Could Cause a Big Problem
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?