Archive for July 2017

Hardship and Retirement Distributions–No Free Pass

A very common mistake on the part of IRA owners and plan participants is thinking that distributions taken because of their financial difficulties are tax and penalty free. Hardship Withdrawals There is no hardship withdrawal from an IRA. You have access to your IRA funds at any time, for any reason. There is a hardship…

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The Ricks Report – July 24, 2017

­­­­­­­ The Ricks Report  July 24, 2017  Fixed Indexed Annuities used in the appropriate way can be wonderful additions to a well-rounded retirement plan. These tools give their owners opportunity to capture positive gains in market indexes while having protection from market downturns. I am including in this email a brochure for such a product…

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