Once a traditional IRA owner reaches the age of 70-1/2 the minimum withdrawal rules come into effect. Find out how these rules apply.
Provides a brief breakdown of the rules for distributions from a Roth IRA.
Special tax rules apply to conversion IRAs. Find out what they are and if they can be avoided.
Describes utilizing assets from IRAs for a first-time home purchase. Points out the advantages of the legal definition of a first-time homebuyer.
Covers in detail the rules and process for utilizing IRA funds to purchase a home. Be sure to note the definition of a First-Time Homebuyer.
Explains the basics of withdrawing from a Roth IRA. Differentiates when one can or must take distributions and which dollars come out first.
Ed Lichtig and CPA Larry Weiss advise clients on pension asset transfer to reduce tax on retirement plan withdrawals. View a slide show on PAT.
Moody goes over distributing the proceeds from an IRA as efficiently and economically for the owner as possible.
Discusses strategies for planning distributions from IRAs and other qualified plans. Subject covers setting objectives and IRS rules.
Reviews the rules for taking distributions from traditional and Roth IRAs either by election or as required by law.
Find tips on accessing money in 401(k) and IRA accounts prior to age of 59-1/2 while avoiding penalties.
Find answers to common questions asked about converting traditional and employee sponsered IRAs to a Roth IRA.
Learn the other reasons besides retirement which you can utilize IRA funds without penalty.
Discusses avenues to accessing money in IRAs without paying taxes or penalties. Covers withdrawing contributions and qualified distributions.
Understand the rules for taking taxable distributions from a Roth IRA.