What is a Nondeductible IRA? Article, Financial Planning, Retirement Planning

What is a Nondeductible IRA?

Table of Contents

What is a Nondeductible IRA?Understanding Traditional and Roth IRAsTraditional IRARoth IRAWhat is a...

What is an Indirect Rollover Article, Financial Planning, Retirement Planning

What is an Indirect Rollover

Table of Contents

What is an Indirect RolloverWhat Constitutes an Indirect Rollover?The Mechanics of Indirect RolloversThe 60-Day...

Do I need a CPA for my small business? Article, Bookkeeping, Taxes

Do I need a CPA for my small business?

Table of Contents

Do I need a CPA for my small business?Understanding the Role of a CPAReasons to...

Roth IRA Income Limit Article, Financial Planning

What to Expect When You Exceed the Roth IRA Income Limit

Table of Contents

What to Expect When You Exceed the Roth IRA Income LimitUnderstanding the Roth IRA Income Limit

Working After Retirement Article, Post Retirement Tips, Retirement Planning

Is Working After Retirement Worth It?

Table of Contents

Is Working After Retirement Worth It?The Driving Forces Behind Continued EmploymentFinancial ImperativesPursuit of Purpose...

Passive vs. Non-Passive Income: Understanding the Difference Article, Financial Planning, Helpful Advice, How to Invest

Passive vs. Non-Passive Income: Understanding the Difference

Table of Contents

Passive vs. Non-Passive Income: Understanding the DifferenceWhat is Passive Income?Advantages of Passive IncomeBuilding Passive...

Understanding Inflation's Impact on Your Retirement Article, Financial Planning, Retirement Planning

Understanding Inflation’s Impact on Your Retirement

Table of Contents

Understanding Inflation's Impact on Your RetirementDissecting Inflation's Effects on Retirement Income StreamsSocial Security BenefitsPensions

Unveiling the Mysteries of Zero Balance Accounts Article, Bookkeeping, Taxes

Unveiling the Mysteries of Zero Balance Accounts

Table of Contents

Unveiling the Mysteries of Zero Balance AccountsUnderstanding Zero Balance AccountsKey Features of Zero Balance Accounts

How Does a Rollover IRA Work? Article, Financial Planning, Retirement Planning

How Does a Rollover IRA Work?

Table of Contents

How Does a Rollover IRA Work?What is a Rollover IRA?How Does a Rollover IRA Work?

Common Tax Breaks for Retirees Article, Taxes

Common Tax Breaks for Retirees

Table of Contents

Common Tax Breaks for RetireesExtra Standard Deduction for People Over 65IRA Contribution from a Spouse

Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.