120 Waterfront Street, Suite 410, National Harbor, MD 20745 | P: 301.567.0706
211 North Union Street, Suite 100, Alexandria, VA 22314 | P: 703.519.1254

IRAs

Don’t Let the Tax Tail Wag the Divorce Dog

by Bonnie A. Sewell, CFP®, CDFA™, AIF®

Things to Consider for Your “To Do by December 31st” List

By Carolyn T. Walder

Whether to Consolidate an IRA and 403(b)

By Diana Batchelor

Several years ago, it made sense to keep a 403(b) in addition to an Individual Retirement Account (IRA) because the participant was not required to take his or her Required Minimum Distribution (RMD) until age 75. Congress and the IRS agreed to change this effective January 1, 2008, to make the rules more consistent for IRAs, SEP IRAs, Simple IRAs, 401(k)s, and 403(b)s.

Consider Rolling Over Your TSP to an IRA After You Retire

By Carolyn Walder

For those of you retiring from the federal government with a TSP, consider transferring those funds to an IRA. Transferring to an IRA is beneficial in the following ways:

Syndicate content
Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved