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What Can You Do With an Inherited IRA?
Submitted by Watters Financial Services, LLC on November 25th, 2019If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options.
Are you confused by IRA Rules?
Submitted by Watters Financial Services, LLC on November 19th, 2019Are you confused by IRA Rules?
Are you confused by IRA Rules? Join the club!
The variety of choices leads many to bury their heads in the sand. There are Traditional IRAs, Roth IRAs, Nondeductible IRAs and Inherited IRAS and IRA Rollovers as well. This is on top of all the various retirement plans offered by employers.
Roth IRA - Convert or Contribute?
Submitted by Watters Financial Services, LLC on October 28th, 2019Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free.
Great News! TD Ameritrade made the move to $0 commisions!
Submitted by Watters Financial Services, LLC on October 9th, 2019Protect Your Portfolio With Diversification
Submitted by Watters Financial Services, LLC on September 30th, 2019Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a ro
How Can You Take Care of Your Spouse Just in Case Something Should Happen to You?
Submitted by Watters Financial Services, LLC on August 26th, 2019If you’re like most people, most of the time, you focus your financial efforts on maximizing your current income.
Checklist of Planning Issues for Nontraditional Couples
Submitted by Watters Financial Services, LLC on August 22nd, 2019Checklist of Planning Issues for Nontraditional Couples
Three primary questions to keep in mind:
o What are the implications of being “legal strangers” (unrelated parties) versus being legally married partners? (e.g. no spousal social security benefits, no automatic right to inherit).
o What would happen if one of the partners died?
Student Loans are a Big Deal!
Submitted by Watters Financial Services, LLC on August 2nd, 2019Student Loans are a Big Deal!
How to be Tax Efficient with Your Investments
Submitted by Watters Financial Services, LLC on July 29th, 2019Tax efficient investing involves strategies to help reduce the impact of taxes.