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Approaching Retirement and Considering Using IRA for Other Opportunities

Approaching Retirement and Considering Using IRA for Other Opportunities. What Early Options a re Available?. Early Options. Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4%. Early Options.

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Approaching Retirement and Considering Using IRA for Other Opportunities

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  1. Approaching Retirement and Considering Using IRA for Other Opportunities What Early Options are Available?

  2. Early Options Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4%

  3. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4%

  4. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% QPDA - Early Distributions

  5. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% QPDA - Early Distributions

  6. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% QPDA - Early Distributions

  7. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% QPDA - Early Distributions

  8. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% QPDA - Early Distributions

  9. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% Highest annual level 20,253 Reserves the most for later 19,992 Lowest initial/Highest later: 15,957 now, 3X that in 15 years Many options -- all easy to determine QPDA - Early Distributions

  10. Early Options • Begin distributions early (to use for a planning opportunity) • Avoid any early distribution penalty Peter & Debra Quincey 55 Male 55 Female $500,000 IRA @ 8% 120% Federal Midterm Rate is 1.4% Highest annual level 20,253 Reserves the most for later 19,992 Lowest initial/Highest later: 15,957 now, 3X that in 15 years Many options -- all easy to determine QPDA - Early Distributions

  11. Early Options You show many options available to provide a source of funds for other opportunities -- opportunities like needed life insurance.

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