Insights: Self-Directed IRA

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Crowdfunding Investments with a Self-Directed IRA

Crowdfunding as a means to raise funds for start-ups and other ventures gained popularity as a result of the passage of the JOBS Act and the finalization of the SEC...

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Inheriting Savings From an Employer Plan

If you are the beneficiary of a workplace retirement plan account for someone who has died, your first inclination may be to withdraw the funds. You do not have to...

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Scheduling Annual Payments to Beat The Early Withdrawal Tax

Are you retiring early? Perhaps you’ve planned to use your IRA assets as a source of income at this stage of your life – or maybe you’ve had to stop...

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Beware the Early Withdrawal Tax If You’re Under 60

One of the benefits of saving in an IRA is the flexibility to take withdrawals from your account at any time. But, because IRAs were designed to help individuals save...

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IRA Beneficiary Options: Nonspouse Beneficiaries

Legal rights to IRA assets are transferred to IRA beneficiaries upon the IRA owner’s death, outside of probate proceedings. You will likely be able to access your inherited assets right...

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Spouse IRA Beneficiaries: Understand All Your Options

The time after a spouse’s death can be overwhelming with grief and urgent financial issues. If your spouse had an IRA that will now be yours, this is one financial...

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