Tag Archives: buying a retirement home

Outside-the-box Idea: Using 72(t) to make an "asset transfer"

Posted on September 8, 2008 by Kim Butler

For those who have most of their savings in tax-deferred retirement accounts, but are intrigued by the idea of buying a retirement home now, there may be a tax-effective way to execute the transaction. Internal Revenue Code IRC Section 72(t) … Continue reading →

Posted in CONTROL, FLOW, MULTIPLY, SEE, THINK | Tagged , , | 1 Comment