Qualified Retirement Plans, 401K, IRAs, etc…
Early retirements are becoming more frequent, often due to health concerns and layoffs. This often results in shorter periods to fund for your retirement. It is important to know how to get the most from your retirement plan.
Required Minimum Distributions (RMD) Explained
“Why Roth Accounts Are Better” 20141219 WSJ
An alternative title for the article would indicate that be some advantages of a Roth that may apply to your situation.
“The IRA Rollover: 10 Tips for Making Sound Decisions” 2014 October FINRA
“Beware Leaving a Roth for Heirs” 20140907 WSJ
This article discusses some pros and cons as well as potential future tax changes that should be considered when considering a Roth Conversion.
