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Roth IRAs: 5 Things Retirement Savers Must Know

Roth IRA – 5 Things Retirement Savers Must Know

A Roth IRA is an important part of a retirement plan portfolio and deserve a close look from those wanting to make the most of their financial planning. This powerful retirement planning tool was first introduced as part of the Taxpayer Relief Act of 1997 by then Senator William Roth, Jr. from Delaware. Prior to its introduction most retirement accounts […]

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IRA Early Withdrawal Penalty - How To Avoid It

IRA Early Withdrawal Penalty – How To Avoid It

The IRA early withdrawal penalty is not always always top of mind for IRA owners. Retirement accounts have special advantages when compared to traditional investment accounts. For example, with an IRA, the account owner incurs no annual tax liability resulting from interest, dividends, and capital gains. As long as there are no withdrawals (distributions) from […]

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