Dec. 28, 2023. Last day to donate shares to charity, withdraw a RMD, or convert a Traditional IRA to a Roth IRA. To ensure your charitable contribution, RMD, or Roth conversions are completed by the last market day of the year, we recommend that you initiate those transactions before the...
“waiting to make a 2023 ira contribution until early 2024, before tax day, can be helpful because there are no income surprises,” said kathryn kubiak-rizzone, certified financial planner and founder of about time financial planning in rochester, new york, in an email. you’ll be able...
If you plan to retire within 10 years, you may want to opt for the deductible IRA. Save for health care costs You have until April 15 to set up and fund a health savings account (HSA) for 2023. To qualify, you must have had an HSA-eligible insurance policy in 2023 that started no...
foundation] and which is made on or after the date that the individual for whose benefit the plan is maintained has reached age 70 1/2.”[2] Note that this is a younger age than when IRA owners are required to begin taking required minimum distributions at age 72 (73 in 2023...
New Year’s Day Reflections and Ruminations – 2024 Well, 2023 was quite the year, eh? In retrospect, This epic scene from Rocky 3 comes to mind… As Clubber Lang clobbers Rocky Balboa again and again, Rocky keeps saying, “Ain’t so bad.” (I watch that clip fairly often) And th...
Note that the cushion serves as our Emergency Fund, and we have two other places from which we can draw without penalty (my 457 and both of our Roth IRA’s–principal only). 6) Should our retirement accounts be moving away from equities, given our age? I realize there are many...
A Trailer a Day Keeps the Boogeyman Away! Halloween A-ZNThe Nightcomers 1971The Nightcomers is an elegant Gothic 1971 British film directed by Michael Winner who was concerned about potential censorship in the UK because of the provocative nature of the sex scenes. It serves as a prequel ...