Carlson Capital Management

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2018 IRA Actions Related to your 2017 Tax Return

Posted on February 8, 2018
 

IRA’s (Individual Retirement Accounts) are one of the most common ways to save for retirement. Conceptually, they are familiar to many, but the details related to and surrounding these types of accounts can be confusing. Many investors are also familiar with Roth accounts, which are a type of an IRA. This time of year, January thru April 15, is a critical time to understand IRA parameters since during that time you can address both tax years–2017 and 2018. In this article by Jim Glass of The Slott Report, he provides a well-written, brief overview of six important actions to consider to make the best IRA choices for 2017 (as you file your returns), and to plan strategies for 2018.

NOTE: Information provided in this post is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional adviser familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.

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Topics: CCM Women's Initiative, Financial Advisors, Financial Planning, Financial Planning for Women, IRAs, Retirement Planning, Tax Planning


The articles and information at the above links contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily Carlson Capital Management and does not represent a recommendation of any particular security, strategy or investment product. The opinions of the author(s) are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. These articles are distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.

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