Insights: IRA

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Medical Professionals Investing in All Things Medical

A self-directed IRA account allows investments in asset classes and investment vehicles beyond traditional stocks, bonds, cash, mutual funds, and ETFs. This can include investments in medical and related ventures...

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Stretching IRA Beneficiary Payments

When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...

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estate planning ira

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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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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