IRA Investment Issues

Accessing your retirement funds can be a great way to grow your retirement nest egg. Alternative investment strategies can increase your plan substantially. If you are not comfortable / knowledgeable with a specific investment or strategy, you would be wise to learn the ins and outs using some other source of funds.

Retirement funds are difficult to replenish if your investment doesn’t pay off the way you hope.

If you are not familiar with the IRS restrictions on “self-dealing”, “disqualified parties”, “UBIT”, etc. make sure that you are working with a custodian who can help guide you through these and many more hazards.

Remember, if the IRS finds something suspicious when they review your IRA transactions, they can force a premature distribution of your retirement funds along with penalties and taxes!

To learn more, please visit our IRA page.