I’m compelled to provide an additional update to the posts I’ve provided in the past in the article Running Afoul of One Rollover Per Year Rule and its follow-up More on the One-Rollover-Per-Year Rule. This is primarily to provide clarity to a portio...
Common errors in tax filing that you can avoid easily by paying attention to detail and using available software tools. The post Avoid Errors In Your Tax Filing appeared first on Getting Your Financial Ducks In A Row. Related posts:Electronic Filin...
Gather your information together and know a few things about your Social Security benefits before you ask for advice. The post Advice on Social Security Benefits appeared first on Getting Your Financial Ducks In A Row. Related posts:When To Apply f...
There are differences in how Required Minimum Distributions are handled between an IRA and a 401(k). Here's your primer. The post Required Minimum Distributions for IRAs and 401(k)s appeared first on Getting Your Financial Ducks In A Row. Related p...
Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...
Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...
Property flipping activities, while they may prove lucrative to some practitioners, may result in higher taxes than anticipated. The post Property Flipping Gains Deemed Ordinary Income, Not Capital Gains appeared first on Getting Your Financial Ducks...
Excerpt from The Money Game which provides timeless thoughts on the concept of investing, items we should all review from time to time. The post Timeless Thoughts on Investing appeared first on Getting Your Financial Ducks In A Row. Related posts:P...
Looking at an age-old investment rule of thumb. What's good about it, what's not, and how you might use the structure for your own rule. The post Principles of Pollex: Investment Allocation appeared first on Getting Your Financial Ducks In A Row. R...
There's a time in your life when there are no restrictions on IRA withdrawals, how much or how little you can take. The post Let It All Go – IRS gives you 11 years… (now 12½ years!) appeared first on Getting Your Financial Ducks In A Row. Related p...