Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

You can tap money from your IRA tax-free by rolling it over to a health savings account. Find out who can benefit the most from this strategy. A HEALTH SAVINGS account is one of the most powerful tax-advantaged savings tools, but many people overlook its benefits....
Should everyone invest in a Roth?

Should everyone invest in a Roth?

A Roth IRA can be a great idea — but not in all situations Q: With all the debt our country is piling up, taxes have to rise. Doesn’t that make Roth contributions and conversions and avoiding pretax contributions no brainers? — Ted in Charleston A.: Ted, Getting money...
Secure or Not Secure Part II

Secure or Not Secure Part II

Is Your Retirement Really SECURE?  Part II Written by Conrad Slate Do you know about the new SECURE Act?  It’s the one passed by Congress in December that lets you postpone your required distributions (RMDs) from starting at age 70 ½ to age 72.   So far so good,...
Secure or Not?

Secure or Not?

Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”?  Well, we have a brand new law that will make a difference to almost every American who has a retirement account of almost any kind. The SECURE Act passed Congress...
Traditional vs. Roth IRAs

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans.IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...