Recent Posts

Recent Post

Understanding the 60 Day Rollover Rule and Exceptions

The Internal Revenue Service (IRS) requires that you have 60 days from the date you receive a distribution from an IRA or ...

Can I Do an IRA Rollover If My Employer Offers a 403(b) Plan?

If you have a traditional 401(k) or 403(b), you can transfer your money to a Roth IRA. However, this would be considered...

What Are the Rules for IRA Rollovers and Transfers?

When it comes to transferring or rolling over funds from an IRA or 401(k) plan, there are certain rules that must be...

What Are the Rules for IRA Rollovers?

When it comes to Individual Retirement Accounts (IRAs), there are certain rules and restrictions that must be followed....

Can you do an ira without earned income?

A spouse who doesn't earn a salary can also save for retirement. As long as the other spouse is working and the couple...

Can I Do an IRA Rollover With Multiple IRAs?

Having multiple IRAs is a great way to diversify your investments and take advantage of different tax benefits. There is...

Rolling Over Your 401k to an IRA When Unemployed

When you lose your job, you may be considering withdrawing money from your 401k to cover expenses. However, there are...

Can I Contribute to a Traditional IRA if I'm Not Employed?

Self-employed individuals have the opportunity to contribute up to 20% of their eligible compensation to their own...