IRA’s

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Getting Your Money Out Of Those IRAs

It is your money in that IRA, but you may have to pay a penalty to get at it.

WBZ NewsRadio 1030–05/15/2015

Refund Money, Taxes, Contributions

The Roth IRA

A Roth IRA is my favorite way to save for retirement. You use after-tax dollars to make your contributions and when you withdraw the funds you will not owe income tax, including the money the Roth has earned.

WBZ NewsRadio 1030–05/14/2015

Photo Credit Thinkstock

The Spousal IRA

A Spousal IRA is used for an unemployed or underemployed spouse.

WBZ NewsRadio 1030–05/13/2015

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

The Rollover IRA

A Rollover IRA allows you to receive distributions from qualified retirement plans and not pay tax on the distribution.

WBZ NewsRadio 1030–05/12/2015

Checks, Money, Payment, Loans

The Traditional IRA

These plans were designed to help individuals not covered by retirement plans at work and to give those individuals changing jobs the ability to rollover retirement assets and retain the tax deferred status.

WBZ NewsRadio 1030–05/11/2015

(File image credit: NOAH SEELAM/AFP/Getty Images)

Key Retirement Birthdays: Age 70½

Congress and the IRS decided that you cannot leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin mandatory withdrawals.

WBZ NewsRadio 1030–01/30/2015

Checks, Money, Payment, Loans

The Over The Hill Bonus

Congress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape.

WBZ NewsRadio 1030–10/22/2014

401K, Retirement Plans

Mid-Year Tax Planning For Your Retirement Plans

Mid-year is a good time to take stock of your retirement accounts.

WBZ NewsRadio 1030–07/23/2014

Photo Credit: ThinkStock

Financial Goals For Retirees

If you haven’t planned well for retirement you may find yourself coming up short.

WBZ NewsRadio 1030–06/27/2014

Photo Credit Thinkstock

Financial Goals For Families With Teenagers

Your baby just turned 17 and will be a senior this fall. What happened to all of the planning you were going to do?

WBZ NewsRadio 1030–06/25/2014

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