by David Raye | Mar 3, 2021 | Retirement Planning, Tax Policy & Legislation
As the U.S. population ages and the Social Security trust fund begins to dwindle, it is more important than ever for individuals to take steps to put away more money for retirement. A proposed bill in the House called the Securing a Strong Retirement Act (SSRA)...
by David Raye | Feb 14, 2020 | Retirement Planning
Roth Conversions As more and more baby boomers continue to reach retirement age, many are looking at the benefits of converting traditional IRA accounts to Roth IRAs. The way a Roth conversion works is that tax would be due on the converted amount since it was...
by David Raye | Sep 15, 2018 | Retirement Planning
When to begin receiving your Social Security benefits is one of the most important decisions you will make in retirement. Many factors such as your health, financial position and desire to continue working will come into play when making this decision. The amount of...
by David Raye | Sep 15, 2018 | Retirement Planning
In many cases, the answer to this question is a resounding YES. Eliminating debt is a worthy goal and a key factor in building wealth. Removing that monthly obligation will free up funds that can be used to build up your retirement nest egg. There is also an...
by David Raye | Feb 3, 2017 | Retirement Planning, Tax Policy & Legislation
A monumental transfer of funds totaling hundreds of billions of dollars is now underway according to a recent article in the Wall Street Journal (Jan. 17, 2017 by Vipal Monga and Sarah Krouse). The IRS requires that taxpayers must begin withdrawing funds from IRA and...
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