Financial Organization
Ago 07, 2017
When I first started driving, I didn’t have a GPS to help guide me. Instead, I had my dad. When I would get lost (which was way more than I’d like...
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Your Money. Your Terms – How to Avoid Paying the 10% Penalty on Retirement Savings Withdrawals – First Time Homebuyers Exemption
We show how first time home buyers can withdraw from their IRA to purchase a home.
Jul 20, 2017
Continuing in our series on exceptions to the 10% withdrawal penalty, we identify qualified first-time homebuyers as another exception. Rules This exception applies to IRAs only. Employer Qualified Retirement plans are...
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Your Money. Your Terms – How to Avoid Paying the 10% Penalty on Retirement Savings Withdrawals – Using Substantially Equal Periodic Payments
Continuing in our series on exceptions to the 10% withdrawal penalty, we highlight Series of Substantially Equal Payments (SEPP).
Mar 14, 2017
Continuing in our series on exceptions to the 10% withdrawal penalty, we identify series of substantially equal payments (SEPP). How It Works If distributions are made as part of a series...
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