Category Archives: Featuring Rebecca Dawson

9 Penalty-Free IRA Withdrawals

9 Penalty-Free IRA Withdrawals By Denise Appleby | Updated June 14, 2017 — 12:08 PM EDT The contributions you make to your IRA are intended to supplement your income during your retirement years. However, as much as you would like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to distribute… Read More »

The High Net Worth Guide to Social Security

By Daniel Kurt | Updated May 12, 2017 — 2:35 PM EDT Even if you’re pulling in substantial income from other sources, Social Security can help pad your nest egg and, if invested, increase the assets you leave to your heirs. But maximizing your benefit requires some careful planning, especially if you find yourself in… Read More »