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IRA Withdrawals that Escape the 10% Tax Penalty
IRA Withdrawals that Escape the 10% Tax Penalty Sgroi Financial The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use...
What’s So Great About a Rollover?
What’s So Great About a Rollover? Sgroi Financial Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your...
What Is a Roth 401(k)?
What Is a Roth 401(k)? Sgroi Financial While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans....
Tax Efficiency in Retirement
Tax Efficiency in Retirement Sgroi Financial Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans,...
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