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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Glossary: Non-Deductible IRA Contributions

By | May 16th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

A non-deductible IRA contribution refers to money put into a traditional IRA, for which the taxpayer does NOT get a tax deduction.

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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.

Glossary of Tax Terms: Roth IRA

By | July 30th, 2015|Categories: Glossary|Tags: , |

This blog post defines what Roth IRA means

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Glossary of Tax Terms: IRA

By | October 7th, 2014|Categories: Glossary|Tags: , , |

In the tax world, "IRA" stands for "individual retirement account."

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