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Robo Advisors And Tax Harvesting
Hello fellow taxpayers. The Wily Tax Blogger is back to kick off 2016 with a new blog about an investment management tool I’ve discovered. Many of us make New Year’s resolutions about building wealth and being smart...
Which Account Should I Withdraw From, My IRA or...
Hey Dave, I’m hoping you are relaxing somewhere with an umbrella drink after tax season. My wife and I are considering installing a solar electrical system on our house and on our studio building. We have an IRA and we have an...
There’s a New Type of Retirement Account in Town
You want to save money towards your retirement, but your employer does not offer a retirement plan, such as a 401(k). You are not alone, as it is estimated that half of all employees and 75% of part-time workers do not have...
When Moving Your Retirement Money, Go Direct!
You have your traditional IRA account invested at your bank but you are not happy with the rate of return. You’ve heard that it’s possible to move your traditional IRA to another financial institution and not have to pay any...
How Does Earned Income Impact An IRA Contribution?
Hey Dave, Without discussing it with me, my wife made a $5,000 contribution to her IRA in August last year. Through using TurboTax, we learned that we don't have the earned income to support a deduction for this contribution...
Rollover of an Inherited IRA When the...
You just found out your Uncle Jerry passed away and that he had listed you as the sole beneficiary to his traditional IRA account. You go down to the bank where your uncle had his IRA and take the money out, requesting that the...
Why A Roth IRA Contribution May Not Be The Best...
You have been talking to your financial advisor or hear in the news how great Roth IRAs are and that you should be contributing to a Roth IRA. This makes sense to you, as you have heard that Roth IRA earnings are tax-free...
A Thirty-Something’s Retirement Planning Journey
I have a confession to make: I’m thirty, single and have about a hundred dollars in my savings account. In addition, I have no retirement plan! That’s not to say I don’t have an idea regarding how I’d like to retire, simply...
Can We Deduct the Fees We Paid to Our Financial...
Hey Dave, My wife has an IRA under professional management with a financial advisor here in Portland. Can we deduct the fees charged for his services in 2014 (the first year of her rollover from her 401K)? No withdrawals were...
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