Traditional IRA
News, insights and expert analysis on traditional ira from the team at Kiplinger.
Latest
-
Roth or Traditional: How to Choose a Retirement Tax StrategyWhen picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later.
By Nico Pesci
-
Don't Leave Your Heirs an IRA Tax BombYour traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
By Kelsey M. Simasko, Esq.
-
Traditional IRAs: Get Tax-Deferred Retirement SavingsA traditional IRA is a powerful way to save for retirement. If you don't have a 401(k) it can be especially helpful.
By Tom Taulli
-
Here's How to Find Your Way Out of the Inherited IRA MazeTo navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
By Evan T. Beach, CFP®, AWMA®
-
Should You Move Your 401(k) to an IRA Once You Hit 59½?Some 401(k)s allow for in-service withdrawals at age 59½, opening up greater investment options. Here are three reasons for taking the plunge.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Late to Retirement Planning? Four Ways to Help Catch UpIf you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track.
By Shane W. Cummings, CFP®, AIF®
-
Grow Your Investments Like Yale, Through a Self-Directed IRAYale's successful endowment focuses on alternatives. With a self-directed IRA, an individual investor could design a portfolio based on similar principles.
By Jason DeBono
-
How to Roll Over Your 401(k) Without Costly RegretsRolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first.
By Pam Krueger
-
Is Your IRA an IOU to the IRS? Three Retirement Tax StrategiesThese steps, including converting to Roth IRAs, using a Roth 401(k) and leveraging life insurance and annuities, can help reduce your taxes in retirement.
By William Decker, Investment Advisor Representative
