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A little bit of knowledge about IRA rollovers, conversions, and distributions can be very dangerous. Gung-ho clients (and even their CPAs and attorneys) may know just enough to land them with a huge tax bill. Of course, you will have the facts to keep their retirement plan on track.
Ever-rising tuition rates may tempt cash-strapped clients to tap their retirement savings, but that's not a good strategy in the long run.
Dipping into your retirement savings can have a big impact on your nest egg.
It is possible to start withdrawing qualified retirement funds earlier than age 59½ through a 72(t) distribution. But you need to follow the rules exactly to avoid getting stung with a 10% tax penalty.
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