Looking for simplified answers to questions about your IRAs, Roth IRAs and 401(k)s?
You’ll find them here.
The Top 3 Rules You Must Know
Before Doing any Transactions with Your Retirement Accounts
IRAs + 401Ks + 403bs
Early Distribution + RMD + Roth Accounts
Spouse beneficiary + nonspouse + nonperson
Know
The
Risks
Exceptions
The early distribution penalty that applies to distributions taken before you reach age 59 ½ . Know the exceptions.
Ineligible contributions
The cost of exceeding your contribution limits. 6% excise per year unless properly corrected.
Owners and Beneficiaries
The cost of not taking required distributions by the applicable deadline.
