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...
by SDP Team | Dec 23, 2016 | IRA
Without such strategies, they can risk going through their savings too fast. Every day, articles appear urging people to save for retirement. These articles are so prevalent that it may seem like retirement planning is entirely about getting people to save. Actually,...
by SDP Team | Dec 2, 2016 | IRA
The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2017, and there are tweaks that help savers. Much stays the same, but there are increases in income phase-outs for IRA contributors, to the adjusted gross income limits...
by SDP Team | Oct 14, 2016 | IRA
It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account? It is completely possible to do that if you have a self-directed IRA – that is, an IRA that permits alternative...
