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About Dave Natan

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So far Dave Natan has created 74 blog entries.

How Series EE Savings Bonds are Taxed

Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put them away in a file cabinet or safe deposit box. You may wonder: How is the interest you earn [...]

2020-11-20T07:51:44-05:00November 20, 2020|

Taking Distributions from a Traditional IRA

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan for withdrawals from these tax-deferred retirement vehicles. There are three areas where knowing the fine points of the IRA distribution rules [...]

2020-11-20T07:42:13-05:00November 20, 2020|
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