Financial Advice Blog

Showing posts for "IRAs". Show all posts

If you were like me, your 2016 was crazy busy. With so much going on around the holidays, did you let a few year-end financial goals slip through the cracks? The good news is, December wasn’t your last chance to invest in an IRA. If that’s one of the things you forgot about, there is still time! Let’s look at why it’s important to invest in an IRA. Also, read to the end, and you will be rewarded w...

Happy Veterans' Day! Through your sacrifice, you’ve earned benefits that can provide you and your family best-in-class care — and that can save you money.

5 Things to Know About Inheriting an IRA

by User  J.J. Montanaro USAA  |  Retired, Army  |  San Antonio, TX  |  02-29-2016

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Inheriting an IRA certainly can be a financial boost, but it also presents opportunities for costly missteps.

6 Things You Should Know About RMDs

by User  J.J. Montanaro USAA  |  Retired, Army  |  San Antonio, TX  |  12-07-2015

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It pays to understand the ins and outs of required minimum distributions. If you make a mistake, you could be hit with a 50% penalty.

What Exactly Is an IRA?

by User  J.J. Montanaro USAA  |  Retired, Army  |  San Antonio, TX  |  07-01-2015

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It's important to understand the basics of this retirement savings vehicle before you begin saving for your future.

The secret to a versatile retirement savings plan

by User  J.J. Montanaro USAA  |  Retired, Army  |  San Antonio, TX  |  09-08-2014

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A Roth IRA has a number of unique attributes that make it a flexible way to save for the future.

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