Category Archives: Roth IRA

Tax Saving Strategies for 2012: Considerations to Weigh when Planning to Use Your IRA Withdrawal as a Charitable Contribution

Posted on February 24, 2012 by

If you are age 70 ½ or older in 2012, you are required to withdraw a minimum amount from your retirement accounts.  In 2011 and prior years, the law permitted you to make a contribution from your IRA directly to … Continue reading →

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2010 ROTH IRA Conversion

Posted on January 10, 2011 by

Effective Jan. 1, 2010, anyone can convert their Traditional IRA to a ROTH IRA regardless of their taxable income.   The advantages of a ROTH IRA are that they grow tax free, all distributions after age 59 ½ are tax free … Continue reading →

Posted in Federal Tax Issues, Roth IRA | Leave a comment