by SDP Team | Apr 14, 2017 | IRA
Will it apply to your retirement savings distribution? If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these...
by SDP Team | Mar 17, 2017 | IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. The key argument for going Roth can be summed up in...
by SDP Team | Mar 14, 2017 | IRA
Here is a way for a solopreneur to save much more for retirement. Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings vehicle may be a great choice...
by SDP Team | Mar 4, 2017 | IRA
What is it? What kind of benefit could it provide? Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA...
by SDP Team | Jan 4, 2017 | IRA
Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a bankruptcy. But when you pass away, are your beneficiaries protected?...
by SDP Team | Dec 28, 2016 | IRA
If you are 59½ there are several reasons to consider an in-service withdraw, and a few reasons to avoid it. A few reasons to possibly consider using the in-service withdrawal are: You may be able to exercise more control over your investment options. Most employer...
