by Marvin Bales | Jan 5, 2020 | General, IRA, Retirement, Taxes
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...
by Marvin Bales | Dec 14, 2019 | Charitable giving, IRA, Retirement
Follow the rules, and you might get a big federal tax break. Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The income is always nice, but the taxes that come with it? Not so much. If only you could satisfy your yearly...
by Marvin Bales | May 12, 2019 | General, IRA, Retirement, Taxes
You may be able to use “72(t) distributions” to take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Maybe you just want to retire before you turn 60 and plan a lifelong income stream from the...
