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Original strategies and insights for intrepid investors.

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How the CARES Act Affects Retirement Plans

How the CARES Act Affects Retirement Plans

The CARES Act was signed into law on March 27. The bill's provisions will assist IRA and employer sponsored plan participants during the COVID-19 pandemic.
The 2020 Tax Deadline Has Been Extended

The 2020 Tax Deadline Has Been Extended

The individual and business tax return due date for tax year 2019 has been extended to July 15, 2020.
Required Minimum Distributions Have a New Starting Age

Required Minimum Distributions Have a New Starting Age

Prior to tax year 2020, IRA holders (except those with Roth IRAs) had to start taking RMDs once they reached the age of 70 ½.
You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

You Might Want to Rollover Your Old 401(k) into an IRA—Here’s Why

Untouched funds won't help you achieve your investment goals, but rolling them over into a Self-Directed IRA and diversifying your portfolio just might.
Age Limits on Traditional IRA Contributions? Not Anymore

Age Limits on Traditional IRA Contributions? Not Anymore

Thanks to the SECURE Act of 2019, the age barrier to making Traditional IRA contributions will no longer be an issue as of tax year 2020.
5 Steps to Kickstart Your 2020 Tax Strategy

5 Steps to Kickstart Your 2020 Tax Strategy

Already filed your 2019 tax return? Here's a post-tax routine to prep you for 2020 taxes.
Tax-Free or Tax-Deferred? How to Pick the Right Plan

Tax-Free or Tax-Deferred? How to Pick the Right Plan

Choosing a retirement plan is daunting. A key choice you’ll need to make is between tax-free and tax-deferred plans.
What IRA Holders Should Know About the SECURE Act

What IRA Holders Should Know About the SECURE Act

Here’s a breakdown of some of the more significant changes of The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)...