Avoid penalties: Ways to withdraw money from your IRA before age 59½

Withdrawing money from your traditional Individual Retirement Account (IRA) before the age of 59½ often comes with a penalty. Taxpayers will be assessed a 10% penalty, along with income tax in most cases, on early withdrawals. However, there are certain exceptions that allow individuals to take money out of their IRA early without paying the … Read more

Why Everyone Will Regret Not Jumping on the Roth IRA Train

Paying taxes can be a tough pill to swallow. While these funds contribute to societal benefits, it’s still your hard-earned money being allocated elsewhere. Naturally, the quest to reduce annual tax burdens is a common one. Before you rush to a traditional IRA to reduce your taxable income, it’s worth exploring the Roth IRA’s long-term … Read more

Tax Advantage Strategies to Boost Your REIT Investments

Discover how to optimize your REIT investments with effective tax advantages strategies, such as utilizing tax-advantaged accounts, tax loss harvesting, and charitable giving, to maximize returns and minimize your tax burden.

To Roth or Not to Roth: Choosing the Right IRA

Individual Retirement Accounts (IRAs) provide an opportunity for individuals to save for retirement and enjoy tax benefits on their contributions. However, deciding between a Roth IRA and a Traditional IRA can be challenging. Both types of accounts have advantages and disadvantages; the best choice for an individual will depend on their circumstances and financial goals.