If you've invested your retirement savings in a traditional IRA, you'll be obligated to start making minimum IRA withdrawals in the year in which you … [Read more...]
How to Take an IRA Loan Even When IRS Won’t Allow It
Update Jan 2015 This strategy of the "IRA loan" described in this post is no longer permitted. IRS has closed the loophole. Current … [Read more...]
Net Unrealized Appreciation and 401k Rollovers
Special Tax Provisions for Company Stock and 401k Rollovers If your company 401k plan includes highly appreciated company stock, have your plan … [Read more...]
401k Rollovers - A Missed Oppportunity to Save Tax
Considering that you are about to retire or are close to it, what do you plan to do with your contributions made by you and your employer to your … [Read more...]
The Positives of Your 401k Early Withdrawal Tax
Many workers own stock in their employer's publicly-traded company. Frequently this stock is held in a retirement plan, such as a 401(k) plan, and … [Read more...]
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