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Withdrawals

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How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013

Income Taxes, 1040, Tax Scams

The Facts About Roth IRAs

Roth IRAs have some interesting features that the traditional IRA does not.

WBZ NewsRadio 1030–05/17/2013

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

Age 70½: The Magic Number For Mandatory Withdrawals

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

WBZ NewsRadio 1030–02/01/2013

Income Taxes, 1040, Tax Scams

IRAs: Roth IRAs

Roth IRAs have some interesting features that the traditional IRA does not.

WBZ NewsRadio 1030–05/18/2012