Posts Tagged ‘IRA’

White House Proposes Changes to Retirement Plans

Wednesday, February 3rd, 2016

Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 federal budget, with the goal of making such programs more accessible. Here are some of the envisioned changes. Pooled employer-sponsored retirement programs. This concept could save...

Read More


Fall Financial Reminders

Wednesday, November 11th, 2015

As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives. Don’t forget that IRA RMD. If you are older than age 70½ and own one or more traditional IRAs, you have to take...

Read More


RMD’s – The Younger Spouse Rule

Wednesday, July 30th, 2014

By Jay Sanford, Director of Investment Strategy This blog will be short and sweet.  It could come with the “easy” references to “The Graduate” or Stifler’s mom, or feature the top ten sports cars that men over the age of 45 buy (Porsche Boxster and Audi TT, to name...

Read More


Can I Deduct My IRA Contribution if I Don’t Have a 401(k) at Work?

Wednesday, April 2nd, 2014

By Mark Jensen, Associate The other day I was speaking with a client and they asked me the following question… can I deduct my IRA contribution if I don’t have a 401k at work?  So, in order to address this subject and help others, I decided to write this blog...

Read More


Can My Spouse Contribute to an IRA if They Don’t Work?

Wednesday, March 12th, 2014

By Mark Jensen, Associate The other day I was speaking with a client and they asked me the following question: Can my spouse contribute to an IRA if they don’t work?  So in order to address this question and help others, I decided to write this blog post today. Spousal IRAs...

Read More


Should I Convert My Traditional IRA into a Roth IRA?

Thursday, December 5th, 2013

By Jay Sanford, Director of Investment Strategy Part 2 of our series on Roth IRAs brings us to a great question with many avenues to explore before making a decision.  I remember vividly clients calling up and saying, “I have to open up a traditional non-deductible IRA and contribute...

Read More


When Do I Have to Start Taking Withdrawals From my IRAs?

Tuesday, December 3rd, 2013

By Mark Jensen, Associate The other day I was speaking with a client and they asked me the following question…When do I have to start taking withdrawals from my IRAs?  Since we hear this question often, I have decided to address this subject in today’s post. The IRS requires...

Read More