traditional IRA – MD Update

Where Do We Go from Here?

December 1, 2020December 1, 2020 Scott Neal -contribution limit, 70½, B., Biden, Biden victory, calendar move, Care act, catch-up limit, contribution, COVID, Dr. Woody Brock, duration of the market, employer 's match, entire employer 's match, entire final paycheck, financial house, firm 's sale, FOMO, free money, inherited IRAs, interest rate, IRA, IRA contribution, K., late market move, let 's keep, minimum amount necessary, owner of inherited IRAs, paycheck, plan administrator, polarized electorate, prospect of future earnings, QCD, required minimum distribution, RMD, RMD wrinkle, RMDs, Roth contribution, Roth IRA, Scott Neal, smart folk, steep sell-off, stock, stock market, tax year, tax-year contribution, tortuous decline, traditional IRA, trap of FOMO, upward bias, v-shaped recovery, wall street analyst, wash sale, year-end

For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and

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Remember the IRA?

April 1, 2017March 23, 2018 Scott Neal completed tax return, contribution, CPA, deduction, form 8606, income limit, IRA, IRA contribution, IRAs, non-deductible, non-deductible contribution, nonwork spouse, old CPA, preparer, qualified plan restriction, qualified retirement plan, quick refresher, retirement, retirement account, retirement plan, Roth, Roth contribution, Roth IRAs, Scott Neal, spouse, tax basis, tax code, tax return, taxpayer, taxpayer relief act, traditional IRA, traditional IRAs

I once heard about an old CPA who, after presenting a completed tax return to his client, said, “Don’t read

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