Insights & Financial News | Oak Road Journal

Insights

The direct answer for 2026 is based on your Modified Adjusted Gross Income (MAGI). If you are

For many retirees, the Qualified Charitable Distribution (QCD) feels like a “tax cheat code.” It allows

Qualified Charitable Distributions (QCDs) are a powerful tool for retirees in Lee’s Summit to support

To qualify as a Qualified Charitable Distribution, the payment must be an otherwise taxable distribution

The IRS tracks QCDs by matching the distribution codes provided by your IRA custodian on Form 1099-R

When planning your year-end giving in Lee’s Summit, Missouri, or anywhere across the country, the most common

At Oak Road Wealth Management, one of the most frequent questions we hear from high-earning clients is:

A 401(k) rollover is a tax-advantaged transfer of retirement assets from a workplace plan to

When leaving a job, you generally face a choice: roll over your 401(k) into an IRA or a new employer’s plan

Rolling a 401(k) into an IRA is one of the most common retirement moves — and often a good choice

If you’ve recently changed jobs or retired, you may be wondering how long you have to roll over your 401(k)

Yes. Rolling your 401(k) into an IRA without penalty is entirely possible — and for many people leaving a job

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