Common Mistakes in IRA Distributions

Over 4,000 people reach the age of mandatory IRA distributions every day. Some have $100,000 to $1 million+ in their plans. Do you ignore...
10% penalty

Exceptions to the 10% Penalty

Previously, we discussed Section 72t and the ability to remove funds from an IRA before age 59 ½ using substantial equal periodic payments. There...

Exceptions to the 70½ Rule

If you work for a company and do not own at least 5% of the company, you don’t need to take distributions until April...