Pure Financial's experts have educated you on the importance of having an IRA and given you some basic tools and strategies that you can put in place to get the best results from your retirement accounts. But on this show, Joe Anderson and Alan Clopine take you to a whole new level to help you master your IRA and maximize its full potential. Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Important Points (1:00) - We’ve educated you about the importance of having an IRA and some of the basic tools and strategies you can put it in place to get the best results. But today we are taking you beyond the basics of IRA 101 to Master Your IRA. (1:53) • To Roll or Not to Roll • Net Unrealized Appreciation • RMD Aggregation • Stretch IRA • Beneficiary Mistakes (3:20) - How You Can Add Funds to Your IRA (4:05) - Reasons to Keep your 401(k) • 401(k) fees may be low • Penalty-free access at age 55...
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