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IRA Contribution1

There’s Still Time to Contribute to an IRA for 2010

by on 2:51 pm in Retirement Planning

 There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended [...]

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Last Will

Estate Planning: A Key Part of Any Financial Strategy

by on 11:09 am in Estate Planning, Retirement Planning

I sometimes hear from clients that estate planning sounds like something that only the very rich need to think about. This couldn’t be further from the truth. In reality, an estate plan is, at its most basic, a critical part of ensuring that your wishes are carried out should you become incapacitated or pass away. [...]

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Retirement Lane

Are You Ready to Retire?

by on 11:46 am in Retirement Planning

Ask anyone if they’re ready for retirement, particularly after a difficult day, and you will likely hear an immediate “Yes!” But when it comes time to seriously consider the issue, the question of readiness becomes much more difficult. How much should I draw from my IRA or 401(k)? At what age should I retire? There [...]

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Smashing Piggy Bank

Possibilities and Pitfalls: Early Distributions From Your IRA Rollover

by on 1:45 pm in Retirement Planning

Here at the Bradford Pine Wealth Group, we believe in educating and informing our clients. In addition to providing guidance on investment options and strategies, we feel it’s important to include insight on the nuts and bolts of account management.  One area that people generally don’t know about is the list of possible exemptions to [...]

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Dusting Off Your Retirement Accounts

Dusting Off Your Retirement Accounts

by on 8:29 pm in Retirement Planning

Spring cleaning should apply not only to your house but to your retirement accounts. Whether you’ve maintained 401(k) accounts at old employers or have already opened a Rollover Individual Retirement Account (IRA), keeping an eye on where your accounts are held and what you’re invested in can help you to get the most out of your savings.

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