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Insights: withdrawal

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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 Transfers – An Easy Way to Move Assets

IRA investors have an easy method available to them for moving assets among their IRAs: an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build balances to...

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Fair Market Value – Why Accuracy Is Important

When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...

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When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1.  Tax deferral on investment earnings 2.  Broad array of alternative investment options Alternative...

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Advisors Play a Critical Role in RMD Planning

As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...

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