There’s Legal Path to Tap an IRA Before 59½, No Penalty
Investors can access retirement funds before 59½ without the 10% penalty if they follow the Substantially Equal Perio...
IRAs
Read our IRAs tag page to see three articles on retirement savings, Social Security rules, and annuities. Learn how these topics affect your nest egg and withdrawal strategy.
5 articles
Social Security’s Torpedo: A Single Withdrawal Surges Rates
A single, one-time withdrawal from an IRA can unexpectedly raise tax bills by pulling Social Security into the taxabl...
Social Security Rule Frozen: 85% Taxed of Benefits
A long-standing tax rule on Social Security benefits that was never inflation-indexed is now catching more middle-cla...
Should I Withdraw From a $100K Variable Annuity First?
As market volatility persists in 2026, retirees with a $100K variable annuity inside an IRA confront a key choice: ta...
Have Retirement Savings Don't: Find Hidden Accounts and Grow Your Nest Egg
You might have retirement savings you don’t realize exist. Old 401(k)s, IRAs, and other accounts can quietly sit unus...