WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Lord Abbett Shares Year-End Retirement Checklist

Posted by WrapManager's Investment Policy Committee

December 7, 2017

Review your retirement plans to maximize potential savings for you and your family...

Lord Abbett's 2017 Retirement Tips - Year End Checklist includes important information for anyone who turned age 50 or 70½ in 2017, and for investors  taking required minimum distributions (RMDs). The article also addresses common retirement investing questions such as:

- Can you make IRA contributions if you participate in an employer-sponsored retirement plan?
- What can you do to optimize the tax implications of converting a traditional IRA to a Roth IRA in 2017?
- Did you make a nondeductible (aftertax) IRA contribution? 
- If you are subject to RMDs, have you included the value of all your IRAs in the calculation? 

Continue reading to review some of Lord Abbett's year-end retirement tips, or download the complete checklist and review your retirement plan.

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