Tag Archives | IRA

IRA's and ROTH IRA's - Why it matters

The Impact of an Annual IRA Contribution

Tax season is the perfect time to evaluate your financial plan, retirement preparation, and investment accounts. Tax season is also an opportune time to make a commitment to implement a saving and investing plan.  Many times, an IRA is the easiest and most convenient option to begin saving and investing. If you happen to be […]

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WIl, Beneficiary, IRA

Simple Estate Planning – Your Assets When You Die

Guess what? You are going to die.  And no, it’s not because “I know what you did last summer”… I find it interesting to broach this topic with clients.  Some clients open up and share their deepest fears, thoughts and emotions. And others, well they clam up and become visibly uncomfortable. Regardless of how you […]

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It's never a bad time to look at your retirement plan

10 Simple Simple Steps to Pre-Retirement Planning (for any age)

Spelling lists, multiplication tables, practicing your cursive (do kids today even use cursive writing)? Remember leaving school for the day and thinking “I can’t believe I have homework, homework is the worst!” All I wanted to do was go play kick the can with the neighborhood kids.  Not practice geometry. Pre-retirement planning is adult homework. […]

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What to do with an inherited IRA

What To Do When You Inherit An IRA

There’s nothing really cool about inheriting an IRA. Someone had to die! And if you’re the beneficiary, it was probably someone very close to you. So your first responsibility… take all the time you need. Mourn, remember, reflect. Do what you need to do. Talk about what made that person so great, and why you […]

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