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RMD Rules

by Craig Moser on May 10, 2019

At age 70 1/2, you begin taking Required Minimum Distributions (RMDs), from your IRA or qualified plan.  To determine the amount, divide your account balance on December 31 of the previous year (adjusted for outstanding rollovers and transfers) by your […]

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The Benefits of a Direct Transfer

by Craig Moser on April 26, 2019

There may come a time when you decide to rollover an IRA.  When you’re in this situation, you need to understand the benefits of a direct transfer (direct rollover) versus a 60-day rollover (indirect rollover).  Because this directly impacts your […]

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Smaller Tax Refunds

by Craig Moser on March 22, 2019

You may have seen people grumbling on social media about smaller tax refunds this year. Major media outlets (NY Times, USA Today, Washington Post, etc.) are reporting the average tax refund check is lower this year.  Many think the tax […]

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Roth IRA Rules

by Craig Moser on February 26, 2019

Roth IRAs offer a unique trade-off.  You pay taxes now on money contributed or converted to a Roth IRA.  In exchange, your future earnings and withdrawals are tax-free.  However, there are rules that must be followed.  Because we don’t want you […]

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