East Lansing, Michigan
Joined February 2014
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If you have made a Roth IRA contribution for 2023, or are still planning to make one, you may be wondering where to report Roth contributions on your federal income tax return. The answer may surprise you. static.twentyoverten.com/599…
Our first virtual Mid-Year Investor Update. We hope you enjoy: fairhavenfinancial.com/semin…
Take Your RMD like a Rock Star irahelp.com/slottreport/take…
Consequences can be dire, should you attempt to take a loan from your IRA. e.ptsm.us/oy3zD
Reaching age 70 ½ is an important milestone for your IRA: e.ptsm.us/16piJK
The important ages in retirement plans: what they are and what they mean. e.ptsm.us/GcGaz
Do you have questions about Estate Planning? Here are the estate planning lessons to learn from Prince's mistakes.
Are you a 20- or 30-something year old? You need to start saving and planning for your retirement NOW. Here's how: e.ptsm.us/3gQrUC
5 things you can do with an IRA that you can't with a 401(k): e.ptsm.us/oXLlv
After a rocky start to the year, 2 of the 3 major U.S. averages clawed back to finish the first quarter in the green e.ptsm.us/MDZJL
Three steps to a tax-free Roth conversion of after-tax 401(k) funds: e.ptsm.us/99d0P
We were featured in USA Today this week! Read about avoiding common and costly mistakes when inheriting an IRA: e.ptsm.us/4tBNI3
Is a Roth IRA right for you? Factors to consider when choosing one: e.ptsm.us/k9nmf
Looking to move assets between your IRAs? Here are two ways you can: e.ptsm.us/1I8o5E
Have you heard about the upcoming social security changes? Here is a list of the key updates: e.ptsm.us/anAN1
Reconverting your IRA? Here are 4 things you need to know: e.ptsm.us/22G0Wd
Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs... Which IRA is right for you? e.ptsm.us/4aJa1F
Is the backdoor Roth IRA for you? Continue reading to find out if you are eligible to make a contribution: e.ptsm.us/W9EWg