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Articles in IRA’s

2014 Maximum IRA Contributions Announced
Thu, 10/31/13 | 3 Comments
2014 Maximum IRA Contributions Announced

2014 Maximum Roth & Traditional IRA Contribution Maximums
As with the 2014 maximum 401K contribution, there was also no change with the 2014 maximum IRA contribution limit – which will stay the same as the 2013 …

Defined Benefit Vs. Defined Contribution Retirement Plans
Tue, 09/17/13 | 4 Comments
Defined Benefit Vs. Defined Contribution Retirement Plans

I haven’t done a 101 article or a retirement article in quite a while – so lets kill two birds with one stone.
Most of us have seen the phrases “defined contribution plan” or “defined benefit …

Traditional & Roth IRA Income Limits
Thu, 08/8/13 | One Comment
Traditional & Roth IRA Income Limits

This post has been updated for the 2013 and 2014 calendar years.
IRA Income Limits
IRA’s are a phenomenal way to limit your tax liability in the present (Traditional IRA) and in the future (Roth IRA). In …

Roth vs. Traditional Retirement Accounts: Why Roths are Not Always the Clear Winner
Wed, 05/29/13 | 53 Comments
Roth vs. Traditional Retirement Accounts: Why Roths are Not Always the Clear Winner

Amongst Gen X and Gen Y, there now seems to be an overwhelming belief that Roths are the better alternative when compared to Traditional retirement accounts.
When I talk to the fine folks I work with …

Where Should you Put Money Gifted to your Children?
Tue, 04/9/13 | 15 Comments
Where Should you Put Money Gifted to your Children?

A friend of mine recently asked me a great question that I’m guessing many parents run in to:
“What should you do with the money you receive for your child’s birthday or other special occasion? Currently …

What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts
Thu, 03/14/13 | No Comment
What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts

We recently covered opening a custodial IRA for a minor. I’m a big fan of the Roth variety when it comes to custodial IRA’s – gifts or contributions are post-tax anyways, and it eliminates tax …


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