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Estate Planning With IRAs

Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...

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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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401(k) Distribution Options When You Change Jobs

If you’ve been lucky enough to participate in a retirement plan at work, you’re already off to a great start saving for your retirement. When you decide to change jobs,...

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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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3 Ways to Fix an Excess Contribution

Investing in a self-directed IRA comes with some great tax benefits – and you can bet the IRS keeps a close eye on IRA transactions to ensure compliance with the...

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