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...
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...
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...
