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IRA

A New Rule for 401(k) After-Tax Money

Submitted by Bernhardt Wealth Management on December 22nd, 2014

The IRS recently issued a very tax-friendly ruling for anyone taking after-tax money out of their 401(k) retirement plan. If you have after-tax money in your 401(k) retirement account, you can now roll it into a Roth IRA where it will then grow tax-free (as opposed to growing tax-deferred as it would in a traditional IRA).

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New 401(k) and IRA Contribution Limits

Submitted by Bernhardt Wealth Management on December 1st, 2014

With tax season fast approaching, remember that an easy way to reduce your taxes is to reduce your income. Contributing more to your 401(k) or IRA reduces your taxable income and your contributions grow tax-deferred, until you make withdrawals at retirement.

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Are Inherited IRAs Protected from Creditors?

Submitted by Bernhardt Wealth Management on November 10th, 2014

Among their many benefits, qualified retirement plans are protected from claims by creditors. However, the Supreme Court unanimously ruled last month that inherited IRAs are not retirement accounts and, therefore, not protected from creditors. The high court’s ruling agrees with several states that previously ruled that inherited IRAs are not retirement plans.

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Is Your Individual Retirement Account Extreme?

Submitted by Bernhardt Wealth Management on November 3rd, 2014

All things in moderation? Apparently, Americans ignore Ben Franklin’s sage advice when it comes to investing for retirement.

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Timing of IRA Contributions Can Help or Hurt You

Submitted by Bernhardt Wealth Management on August 31st, 2014

The early bird catches the worm – and, in the investment world, also potential for greater returns. Think about this: IRA investors can make IRA contributions any time from January 1 of the tax year to the following year’s April tax-filing deadline.

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401(k) Options When You Change Employers

Submitted by Bernhardt Wealth Management on February 24th, 2014

When you change employers what becomes of your 401(k) account?

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Good News for IRA Owners

Submitted by Bernhardt Wealth Management on January 21st, 2013

On January 2 2013 President Obama signed the American Taxpayer Relief Act of 2012 also known as the Fiscal Cliff Bill into law. While tax rates grabbed all the headlines the bill also included some good news for charities – and for philanthropically inclined Individual Retirement Plan (IRA) owners.

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IRA Assets Top $732.9 Billion

Submitted by Bernhardt Wealth Management on October 31st, 2010

According to a new Employee Benefit Research Institute (EBRI) report based on the organization’s own data total assets in IRAs are up 25% on average. At $732.9 billion IRAs represent the bulk of the $13 trillion in 14.1 million retirement accounts across the United States.

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