IRAs
News, insights and expert analysis on iras from the team at Kiplinger.
Latest
-
An RMD Deadline is Looming – And Missing It Could Cost You Big Bucks
required minimum distributions (RMDs) If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
By Rocky Mengle Published
required minimum distributions (RMDs) -
Boost Your Retirement Savings for 2021, 2022
Financial Planning The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
By Lisa Gerstner Published
Financial Planning -
I Contributed Too Much to an IRA – What Should I Do?
IRAs The rules on excess IRA contributions can be confusing. But if you act early, you can minimize any effect on your taxes.
By William Neilson Published
IRAs -
The Pitfalls of Self-Directed Roth IRAs
IRAs If a typical Roth IRA doesn’t give you the investment opportunities you’re looking for, a self-directed Roth IRA might be of interest. However, you’d better know what you’re doing.
By Samuel V. Gaeta, CFP® Published
IRAs -
The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
By David Muhlbaum Published
Roth IRA Conversions -
I Inherited an IRA. Now What?
Financial Planning Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.
By Michaela Wang Published
Financial Planning -
7 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks Nearly 60% of taxpayers expect a refund this year, and many will receive a larger amount.
By Sandra Block Published
Tax Breaks -
12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
By the editors of Kiplinger's Personal Finance Published
retirement -
Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
IRAs Being your own boss has its perks, and those include special retirement savings possibilities, such as SIMPLE IRAs, SEP IRAs and Solo 401(k)s.
By Andy Leung, Private Wealth Adviser Published
IRAs