The 401(k) Hardship Withdrawal Rules in a Nutshell
This article will focus on hardship withdrawal rules from 401 (k) plans.
Clarifying Some Roth Conversion Misconceptions
As Roth IRA conversions become more popular, questions and misconceptions abound. Find out which Roth IRA conversion facts, issues, and mistakes to avoid.
What the New Tax Proposals Mean for Roth Conversions
It’s hard to keep up with the news out of Washington these days! I have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth conversions. Here is the rundown.
A Syllabus on Penalty-Free IRA Withdrawals for Higher Education Expenses
It’s that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings to help with the costs. Here’s what you need to know about the higher education expense exception.
How a surviving spouse can handle an inherited spousal IRA
Do you know how a surviving spouse can handle an inherited spousal IRA? Hopefully you do not need to know this anytime soon, but a friend or loved one may be in that position, so we need to spread the word.
Marriage Has Its Benefits - 4 IRA Rules Same-Sex Couples Should Know
6 years ago same sex marriage was legalized. Since then, millions of same-sex couples headed to the alter. Many of these newlyweds, may not have paid much attention to the special breaks that married couples receive under the tax code. Here are four special IRA rules for spouses that same-sex couples should know about.