First, let me say that everybody is different based on his or her individual situation, including investment experience, investment goals, investment time horizons, risk tolerance, and personal preferences ECT. Therefore, this is not an article to recommend a particular stock, mutual fund, bond or commodity. However, I would like to discuss principles and attitudes toward [...]
The IRS rule 72t “equally substantial distribution” provides a means to access retirement savings that are currently in a 401k, 403b, or IRA retirement savings plan prior to age 59 1/2 without incurring the 10% penalty. Here is how it works. If the money you would like to access is in a 401k or 403b [...]
Ed Slott, Stretch IRA Ed Slott is recognized as the nationwide expert on tax planning and strategies, and although the “Stretch IRA” was not invented by Ed Slott, Ed has probably done more to promote the principles of the Stretch IRA in a manner that is easy to understand for the American people. Ed Slott [...]