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IRA

Avoiding Charitable IRA Beneciary Mistakes

Submitted by Madison Planning Group on October 31st, 2017

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Can IRAs be used to benefit a charity?

IRA can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the charity and other IRA beneficiaries.

Tags:
  • Beneficiary
  • IRA
  • Taxes
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Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Submitted by Madison Planning Group on August 30th, 2017

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Who is a spouse beneficiary?

A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisions). A spouse beneficiary has a number of unique options.

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  • Beneficiary
  • IRA
  • Retirement
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Paying for College - Should You Use Your IRA Funds?

Submitted by Madison Planning Group on August 23rd, 2017

Paying for College – Should You Use Your IRA Funds?

It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look to their retirement funds to pay higher education expenses. Can this be done and is it a smart move?

Tags:
  • College
  • College Loans
  • College Planning
  • IRA
  • Retirement
  • Taxes
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What is a rollover IRA, and do I need one?

Submitted by Madison Planning Group on August 4th, 2017

What is a rollover IRA, and do I need one?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

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  • IRA
  • Retirement
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Changing Jobs? Know Your 401(k) Options

Submitted by Madison Planning Group on July 19th, 2017

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.

Tags:
  • 401k
  • IRA
  • Retirement
  • Rollover
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Quiz Yourself with These IRA Questions!

Submitted by Madison Planning Group on July 10th, 2017

Quiz Yourself with These IRA Questions!

After you’ve answered the questions below, scroll down to see the answers and see how well you know your stuff!

1) Of Roth IRAs, Roth 401(k)s and inherited Roth IRAs, which, if any, are subject to required minimum distributions?

 

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  • IRA
  • Retirement
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Gary attends Ed Slott Training in Kansas City

Submitted by Madison Planning Group on May 26th, 2017

Gary Schwartz, President & CEO of Madison Planning Group, Inc. completed his semiannual training from America’s IRA Experts with Ed Slott and Company, LLC in Kansas City, Missouri May 18-20, 2017.

Tags:
  • IRA
  • Retirement
  • Taxes
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Are You Ready To Retire?

Submitted by Madison Planning Group on April 26th, 2017

Are you ready to retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire.

Tags:
  • Insurance
  • IRA
  • Retirement
  • Social Security
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There's Still Time to Contribute to an IRA for 2016

Submitted by Madison Planning Group on March 10th, 2017

There's still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016). For most taxpayers, the contribution deadline for 2016 is April 18, 2017.

Tags:
  • IRA
  • Retirement
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Gary attends Ed Slott IRA Training

Submitted by Madison Planning Group on November 3rd, 2016

Ed Slott conference - 2016.jpg

Tags:
  • DOL
  • Ed Slott
  • IRA
  • RMD
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