You have reached age 70½ and its time to start your IRA withdrawals. Fortunately, you are financially comfortable and have no need to withdraw the … [Read more...]
Make the Most of Your IRA Minimum Withdrawal
Having invested savings in a traditional retirement account, you might not be surprised to find out that the US government won't let you keep your … [Read more...]
Your Minimum IRA Withdrawals
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...]
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