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Articles in IRA’s

2014 Maximum IRA Contributions Announced
Thu, 10/31/13 | 4 Comments
2014 Maximum IRA Contributions Announced

Update: the 2016 maximum IRA contributions have since been released if you are looking for current information. You can also find the the 2011, 2012, 2013, and 2015 maximums at those links.
2014 Maximum Roth & …

Defined Benefit Vs. Defined Contribution Retirement Plans
Tue, 09/17/13 | 6 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 2015 and 2016 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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