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Insights: IRS Rules

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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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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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Moving Assets Into a Roth IRA Through a Conversion

One way to build your self-directed Roth IRA balance quickly is to convert other IRA assets to your Roth IRA. You can move traditional IRA, SEP IRA, and SIMPLE IRA...

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Tax Basics for Self-Directed IRAs

You’ve probably heard that investing in something called a “self-directed IRA” can save you money on taxes and open the door to a wider range of asset classes in your...

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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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