Tapping a Roth IRA Early

Tapping a Roth IRA Early

Tapping a Roth IRA Early Did you know that you can touch your Roth IRA before turning 59 1/2? ‍ Actually, you can access your CONTRIBUTIONS whenever you want – penalty & tax free ‍ Think of it as a glorified savings account ‍ Not saying you should do this,...
529 Rollovers

529 Rollovers

529 Rollovers 529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.Here’s what you need to know:Typically, 529 money is dedicated to education expenses like college tuition. Taking money out for...