IRA

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2013 IRA Withdrawal Rules

If you have a traditional Arizona IRA there are withdrawal rules that you should be aware of, and there are many differences between a traditional Arizona IRA and a Roth Arizona IRA. If you withdraw money from a traditional Arizona IRA before the age of 59 ½ the amount will be subjected to a 10% […]

By |October 25th, 2013|Articles, IRA|0 Comments

Who Gets Your IRA If You Pass Before It Is Spent

Taking your retirement plan into your hands is the only way to ensure your future is secure. An Arizona IRA, or Individual Retirement Account, is a very valuable resource for those who take planning for the future seriously. This type of account offers people an alternative to hoping the SSI program will still be intact […]

By |April 11th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments

IRA Startup Guide

Opening an IRA is a financially savvy move for retirement planning. Find out the must know basics for opening an Individual Retirement Account including how to choose an IRA, when you need IRA trusts, and when to name IRA beneficiary trusts.

Step 1: Knowing the Types of IRAs

Traditional IRA

The Traditional IRA account has few […]

By |April 9th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments

Designating a Trust as the Beneficiary for Your IRA

With the Social Security Income program practically in ruins, most people are not counting on SSI to fund their retirement; this is why programs like IRAs have become very popular in recent years. When designing your IRA, you may have many questions about IRA trusts and IRA beneficiary trusts. Designation a trust as a beneficiary […]

By |April 9th, 2013|Arizona Estate Planning Q&A, IRA|0 Comments