Early Retirement
What is a 72(t) Distribution?
A 72(t) distribution is a way of accessing the money in your retirement account before you turn 59.5 without incurring the penalty.
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- Investing
Asset Location is Important Too
That’s not a typo. While asset allocation is a common investment term, asset location is an often overlooked aspect of retirement planning.
- IRA
The Five Year Rules of Roth Distributions
Most investors are aware of the Roth IRA five year rule, although few understand the details. In fact, there are actually multiple five year rules.
- IRA
Roth IRA Contribution Limits
Roth IRA’s can be an excellent retirement saving vehicle. Roth IRAs allow you to save $6,00 per year towards retirement if you are under 50. People who are 50 o
- Inherited IRA
How to Handle an IRA Inherited from your Spouse
When someone passes away leaving money in a traditional IRA, the money will go to whomever is listed as the beneficiary of the retirement account. That is simpl
- IRA
Traditional or Roth IRA?
So, you have decided to invest. Great. Presumably, you are investing for a purpose. Even better. If that purpose is for retirement you may have even spent time
