IRA Basics
What Retirement Plans Can I Rollover to an IRA?
401(k), 403(b), 407(b) and similar plans can all be rolled over into an IRA, either directly or indirectly.
September 26, 2023
Roth IRA
Traditional vs. Roth IRA – Which is Right for You?
Traditional vs. Roth IRA: which is better? Learn more about rules, withdrawals and more info on both Individual Retirement Accounts (IRAs).
August 21, 2023
Self-Directed IRA
Easy Tips to Retire Wealthy with an IRA
Tips to retire wealthy include starting at a young age, being consistent with how much you save for retirement, and establishing a self-directed plan.
August 17, 2023
IRA Basics
Using a Gift to Fund an IRA
You can use a gift to a family member to help fund an IRA, and so long as the gift is under the limit, it will not be taxable.
March 1, 2023
401(k) Basics
Can I Contribute to a 401(k) and IRA in the Same Year?
Anyone can contribute to a 401(k) and IRA in the same year, assuming you have earned income. However, there are some limitations.
August 6, 2022
IRA Basics
How to Transfer my IRA to IRA Financial?
It’s super easy to transfer your IRA to IRA Financial and set up a new Self-Directed IRA and enjoy the freedom to invest in whatever you want
May 18, 2022
IRA Basics
In-Kind IRA Distributions and Conversions
One can take in-kind IRA distributions of any asset held with the plan, or convert those assets from pretax to Roth.
April 28, 2022
401(k) Basics
On the Importance of Beneficiary Forms
It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
March 29, 2022
Self-Directed IRA
Beginner’s Guide to Self-Directed IRA
Beginners Guide to Self-Directed IRA If you’re starting to learn about a Self-Directed IRA (SDIRA), begin by understanding what it entails. Foremost, a Self-Directed IRA,
December 29, 2021
401(k) Basics
U.S. Retirement System – Start Early, Be Consistent, & Trust the Process
Saving for retirement is important to your future financial health. IRA Financial reveals the secret to the system.
September 20, 2021
