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How Will Your IRA Distributions Be Taxed?

How Will Your IRA Distributions Be Taxed?

by MasterPlan Your Retirement | Mar 8, 2018 | IRA Distributions

Since its inception in the 1970s, the IRA has become one of the most popular available retirement savings vehicles. Americans hold nearly $2.5 trillion in individual retirement accounts (IRAs). Those nearing retirement, between the ages of 60 and 64, have an average...
Roth Conversion: Why It Could Be the Right Strategy for Your Retirement

Roth Conversion: Why It Could Be the Right Strategy for Your Retirement

by MasterPlan Your Retirement | Aug 23, 2017 | Financial Planning, IRA Distributions

Do you own a traditional IRA but think a Roth may be a better option? You’re not alone. The Roth IRA has become an increasingly popular savings vehicle. That popularity is driven largely by its unique tax treatment, which allows you to take tax-free distributions in...

Are Stretch IRAs for Preserving Legacy, Reducing Taxes and Increasing Income Losing Steam in 2018?

by MasterPlan Your Retirement | Apr 3, 2017 | IRA Distributions

After visiting with my CPA the other day, I realized exactly what he means now by a red flag: That’s the amount many of us have left in our bank account after paying taxes. Here in Marietta, Georgia, according to the Tax Foundation, “Tax Freedom Day” comes after...

Recent Posts

  • March 2021 Newsletter
  • 3 Financial Developments to be Thankful for in 2020
  • October Recap: Markets Stumble but GDP Surges
  • The Problem With Robo-Advisors
  • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
  • Has 2020 Volatility Thrown Your Allocation Out of Whack?
  • Fourth Quarter Preview: What to Expect for the End of 2020
  • September 2020 Newsletter
  • COVID Economic Update: Is a Second Stimulus on the Horizon?
  • Is a resurgence threatening our recovery?
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