Retirement Planning

/Tag:Retirement Planning

Retirement Plan Rollover Q&A

By | January 24th, 2018|Categories: Potpourri of Tax Topics|Tags: , , , |

Here's a sample of questions my clients commonly have about retirement plan rollovers.

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How to Calculate an RMD

By | September 28th, 2015|Categories: Potpourri of Tax Topics|Tags: , , , |

This post discusses how to calculate an RMD.

What to Do With a Lame 401(k)

By | October 10th, 2011|Categories: Potpourri of Tax Topics|Tags: , |

Unhappy with the investment alternatives and fees being charged in your employer's 401(k) plan?  The Wall Street Journal offers some advice. WSJ:  Getting the Most From a Lame 401(k) Retirement Plan

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Forbes Article: Could Taxes Derail Your Retirement?

By | September 9th, 2011|Categories: Potpourri of Tax Topics|Tags: , |

From Forbes, an article about tax planning for retirement. Too often people think about how much income they’ll need to maintain their standard of living without factoring in the impact of taxes. Overestimating taxes can lead you to delay your retirement unnecessarily. Even worse, underestimating taxes can potentially derail your retirement plans since you could end [...]

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From Forbes: Tax IRA Distributions at Capital Gains Rates

By | September 1st, 2011|Categories: Potpourri of Tax Topics|Tags: , , , |

Should distributions from retirement accounts be taxed at capital gains rates instead of as ordinary income?  A retiree named Ted Koch, writing a guest post at Forbes, thinks so: Basically the middle class and especially retirees have a lot of money tied up in IRA type investments that if they were to cash in on now [...]

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