Is a capital loss on an Employee Stock Option tax deductible? If the options were given out as a “retention incentive” (an incentive for the employee to stay with the company), and they expire as a loss, is it deductible? (in Canada btw) thanks oh, I didn’t mean a loss as a Read More...
Do You Know About These IRA Rollover Rules? IRA rollovers, conversions and transfers are often thought of as the same transactions. While they are similar, there are specific IRA rollover rules that do not apply to transfers. The term Read More...
What every graduate needs to know about money If only commencement speakers spent a little less time talking about dreams and a little more time on the financial know-how that makes achieving them a little easier. So here is my graduation gift to the class of 2010 — what I wished I knew about Read More...
When Do You Pay Taxes on a Roth IRA? When Do You Pay Taxes on a Roth IRA? When you are choosing which type of IRA to open, there are many things to consider. One of the factors is how the taxes are handled. To answer the question of when to pay taxes on a Roth IRA, you must understand the Read More...
Roth IRA 2009 Rules 2009 Roth IRA Rules: Things You Need to Know About the Best IRA for 2009 As you are aware, a Roth IRA and Roth 401k will have a significant effect on retirement planning over the upcoming year. Those who fall into the Generation X and Y crew will soon realize that their Roth Read More...
Where To Find Investment Articles Investment articles come in all shapes and sizes. Whether you’re asking, “What is a 401k plan” and are looking to learn more about early retirement planning or delving deeper into the roth ira limits and 401k providers, there is an article Read More...
Can I transfer IRA funds without a direct transfer from one institution to another? I want to transfer some money from one IRA account to another at a different institution (no conversion, just one Roth to another). I want to do this a couple times, as some of my funds get ‘old Read More...
IRA-to-Roth conversion confounding More individuals now have the option of taking the relatively simple step of converting a traditional Individual Retirement Account to a Roth IRA. Last opportunity to recharacterize 1998 Roth IRA conversions.: An article from: The Tax Read More...
The Biggest Investing Fizzle of 2010 Roth conversions have turned out to be an unpopular deal. Read More...
