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Wealth Advisors | Greg Young
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Category Archives: IRAs

Should You Always Withdraw From IRAs Last?

2nd Half (Retirement) Planning, IRAsBy Greg YoungSeptember 6, 2016

Conventional wisdom says yes, but there are exceptions. Shouldn’t you delay IRA distributions for as long as you can? According to conventional retirement planning wisdom, you should structure your retirement withdrawals so that money comes out of your taxable accounts first, then your tax-deferred accounts, and then finally your tax-free accounts. Roughly speaking, that means…

Child Beneficiary

Should You Make a Child Your IRA Beneficiary?

2nd Half (Retirement) Planning, IRAs, Roth IRAsBy Cathy MartinAugust 9, 2016

If you do, there are some “minor concerns” to keep in mind. Should you make a minor child the primary beneficiary of your IRA? Are there any caveats to that choice? IRA owners frequently name young children as contingent beneficiaries of their accounts, but designating someone younger than 18 as the primary beneficiary of IRA…

Why Use a Roth IRA?

2nd Half (Retirement) Planning, IRAs, Retirement Accounts, Roth IRAsBy John SledgianowskiMay 3, 2016

Roth IRAs Can Be More Flexible Than Other Retirement Accounts A Roth IRA comes with some unique benefits not available to other types of retirement accounts. We recommend prioritizing retirement savings and especially a Roth IRA, even when you think you cannot afford it. Due to a little known rule, in many circumstances you can…

investment decisions

Consider an IRA Charitable Rollover

2nd Half (Retirement) Planning, IRAs, TaxesBy Greg YoungMarch 15, 2016

If you want a tax break and want to help a non-profit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to take.…

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