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Browsing Tag

IRA balance

3 posts
PPersonal finance
What to Do With Your IRA if You're 5 Years Away From Retirement
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What to Do With Your IRA if You’re 5 Years Away From Retirement

  • July 7, 2026
If you’re about five years away from retirement, you may be getting increasingly excited about the idea of…
PPersonal finance
A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks
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A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

  • July 2, 2026
Quick Read A $1.1 million traditional IRA overstates true wealth because every pre-tax dollar faces federal tax of…
PPersonal finance
A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA
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A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

  • April 22, 2026
A $1.1 million traditional IRA combined with $33,600 in Social Security income triggers taxation of 85% of her…
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