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Did you know that if your are married and your spouse does not work you can still make TWO IRA contributions for the year? That’s right. One for you and one for your spouse. It’s called a spousal IRA and that’s what this video is about.
I’m Dan Lohmar CFP professional and Registered Life planner with United Wealth management where we specialize in PRAP management and financial planing for pilots at United Airlines – and like many of you my business partner Alan Bewley and I are both United Pilots. Welcome to my video about spousal IRAs
Video Library List
1. Five Key Issues with Retirement Tax Planning:
2. Four Stages of Retirement Tax Planning:
3. Taxation and Surprises of Social Security:
4. Working and Social Security:
5. Medicare Costs and Surcharges:
6. RMDs: Avoid this 50% Tax Penalty:
7. Tax Efficient Withdrawals:
8. Roth Conversions in Retirement:
9. Qualified Charitable Distributions:
10. PRAP to IRA Rollovers:
11. United Pilots Retiree Health Account:
12. In Plan Roth Conversions:
13. PRAP contributions Graphical Calculator:
14. Sticking to your financial Goals:
15. Back Door Roth IRAs: …(read more)
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