Annuity IRA rollover accounts are a great thing to have when you want to diversify a large, complex retirement plan – especially if you’re thinking ahead to the best way to provide for your future beneficiaries. However, there are some issues that you’ll need to be aware of, even when the terms of the annuity IRA are met. Moving money into a traditional IRA will create a very different situation that may fit better into your overall retirement savings plan. (more…)
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| Can you answer these critical questions about moving your retirement money? | ||||
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Why some early retirees can take unlimited distributions from their IRAs as early as age 50 without penalty. | |||
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The one compelling reason to leave funds in your company 401k even after you retire | |||
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If you own shares of employer stock in your 401k, there’s a potentially HUGE tax break available to you. | |||
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Naming your beneficiaries—why your spouse or children can be the worst choice | |||
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The best way to receive your retirement funds—why the wrong type of payment could cost you $100,000 in withheld tax | |||
