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Retirement Planning

Age Rule

In order to contribute to a Traditional IRA, it is important to note that an individual must be under the age of 70 ½ for the entire year. This is a crucial rule to keep in mind when considering making a regular contribution to an IRA. It ensures that individuals are eligible to contribute and helps regulate the process of contributing to a Traditional IRA.

IRA Transfer

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the o...

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Direct Rollover

A common strategy for individuals looking to transfer funds from a qualified retirement plan to an IRA is through a non-taxable direct rollover. This involves moving the fun...

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Annuity

An annuity involves an investor providing cash to a vendor, typically an insurance company, in return for the promise of a series of periodic payments. These payments can be...

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Life Cycle Fund

A life cycle fund, also known as a target date fund, is a type of mutual fund that adjusts its level of risk according to the age of its owner. As the investor approaches re...

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