Jeffrey Levine of Buckingham Wealth Partners explains whether owners of solo 401(k) accounts can delay taking required minimum distributions past age 72.
Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer describes in plan conversions - converting from a regular 401(k) to a Roth 401(k) to lessen the tax hit.
Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses 401(k) matching, contribution limits and over contributing.
Beau Kemp, CFP with Sensible Money, describes how to invest the money in your 401(k) plan.
Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.
Sarah Brenner, director of retirement education at Ed Slott and Co., explains whether you can convert your RMD into a Roth IRA.
Jeffrey Levine of Buckingham Wealth Partners explains the RMD rules for beneficiaries of a Roth IRA that holds an illiquid asset - rental property.
Jeffrey Levine CPA/PFS, aka The Hammer, discusses Roth conversions and Roth IRA contribution limits
The Hammer answers the question: If I do a Roth IRA conversion, will that affect my ability to do a Roth IRA contribution?
Is your Roth IRA a tax strategy or a tax trap? Robert Braglia American Financial & Tax Strategy discusses Roth IRA's.
Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.
Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.