How to Tap IRAs Early

Aug 27, 2013 by

You’re years from that magical age 59-1/2 when the IRS would stop penalizing you 10% for an early withdrawal, but you’re itching to get at your IRA nest egg. There’s an option you may not know about: Substantially Equal Periodic Payments.

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2012 Roth IRA Conversion?

Nov 16, 2012 by

Given the horrific state of the U.S. government’s finances and particularly since President Obama’s re-election, the prevailing assumption seems to be that taxes will be going up, which has led to a call from many to do a Roth IRA conversion before year’s end. I’d suggest that guessing current vs. future tax rates should not be your main focus when considering a Roth IRA conversion.

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Self-Directed IRA

Jun 11, 2012 by

Do you wish you could tap your IRA to invest in local real estate, help start your own business, or buy a tropical island? Stop wishing: You can.

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