Tag: IRA

The Coronavirus Crash Tax Diversification Opportunity

Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in retirement portfolios.

Rollover Mechanics and the Most Common Mistakes

Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error impacts those who cash out of their workplace retirement plan.