How to access your retirement funds early and without penalty

How to Access Your Retirement Money Early, Without Penalty

How to access retirement funds early, without being penalized. Investing for your retirement can actually be pretty easy to get right. However, the rules governing retirement accounts are often anything but straightforward. In my previous role at the investment firm I work for, I assisted hundreds of alternative asset investors working with “self-directed” IRA accounts. These investors are typically savvier than the average 401k holder, even they are often unclear about the rules determining contributions, and perhaps more importantly, how they can access funds early and without being penalized.

Read More

5 Tax-Sheltered Investments That You Didn’t Know About

Most casual investors aren’t aware that they could own real estate in an IRA, HSA and even some 401Ks. Not just the ability to access real estate through REITS, IRAs can actually hold tangible rental real estate. Though typically riskier (and demanding more time and expertise) than a broadly diversified mutual fund portfolio, owning rental properties, private equity, or even a business within your retirement accounts is a secret that wealthy investors have known about for years and that has the potential to significantly increase investment returns, if you know what you’re doing.

The major benefit of holding alternative assets in a etirement account is

Read More