Jan 17, 2011

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Non-Qualified IRA Roth Distributions

Non-Qualified IRA Roth Distributions

Non-Qualified IRA Roth Distributions   IRA Roth accounts allow you to make distributions without penalty, but some are qualified and others are not. So what is a non-qualified IRA Roth Distribution? Distributions which fail to meet the 5 year rule and the age 59 ½ requirements are generally designated non-qualified Roth IRA distributions, or early withdrawals. For instance, if...

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Jan 11, 2011

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Taxation ROTH IRA

Taxation ROTH IRA

Taxation ROTH IRA For taxation purposes, all Roth IRAs are treated as one Roth IRA. This simply means that if you own more than one Roth account, you have to add the accounts together. You need a total amount for annual contributions, a list of conversions by date of conversion, and a total amount for earnings. Taxability is determined by “ordering rules” developed by Congress...

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Dec 27, 2010

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Qualified IRA ROTH Distributions

Qualified IRA ROTH Distributions

ROTH IRA’s can be a great investment vehicle and they allow some...

Dec 6, 2010

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Bonds

Bonds

When talking with our financial planning clients in Atlanta we often find...

Dec 3, 2010

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Protecting Your Golden Goose With An...

Protecting Your Golden Goose With An Annuity

  We ask our financial planning clients to think of your retirement savings...

Nov 29, 2010

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Black Friday and the Market

Black Friday and the Market

Black Friday is a time of year when people do crazy things like shopping at...

Nov 18, 2010

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SEP IRA

SEP IRA

 There’s a few different types of IRA accounts and it can be confusing...

Nov 17, 2010

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ROTH IRA Conversion Rule 2010

ROTH IRA Conversion Rule 2010

ROTH IRAs are great investment accounts that allow after-tax dollars to grow...

Nov 16, 2010

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Roth IRA 5 Year Rule

Roth IRA 5 Year Rule

When considering the right vehicle for your investment in Atlanta, it’s...

Nov 15, 2010

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Financial Planning Process

Financial Planning Process

Most people don’t think about their financial plan, let alone how the...

Nov 12, 2010

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3 Simple Steps To Retirement Plannin...

3 Simple Steps To Retirement Planning

When planning for a retirement it’s difficult for many people to...

Nov 11, 2010

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5 Tips To Successful Investing

5 Tips To Successful Investing

Everyone is an investor, some people invest in stocks, iras, 401Ks while...