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COVID-19 IRA Information

COVID-19 IRA Information

In this article, we explain how you may be able to take money from your IRA and other retirement accounts, avoid early withdrawal penalties, and have generous options on repayment (or not). We also explain when you don’t have to take the required minimum distribution...
To Roth or Not to Roth, That is the Question

To Roth or Not to Roth, That is the Question

IRA stands for Individual Retirement Account. There are two primary types, Traditional IRA and Roth IRA. In this post I’m going to give you the basic information you need to help determine which type is best for you to contribute to annually. Employee Retirement...
Why Are Reinvested Dividends Taxable?

Why Are Reinvested Dividends Taxable?

Have you ever received a tax document showing you a taxable amount of dividends? You probably didn’t receive a check for those dividend amounts, but you’re still required to pay taxes on them. Why is that and how does it affect you? Why are they taxable? Reinvested...

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