More information about:
Traditional IRA
Roth IRA
Converting To A Roth IRA
Rollover IRA
Employer Plans: SEP IRA
Employer Plans: SIMPLE IRA
Withdrawal Exemptions
Prohibited Transactions
Saturna
Capital IRA
Brochures & Forms:
IRA
Brochure (.pdf)
SEP/SIMPLE Brochure (.pdf)
IRS Form 5305 (.pdf)
IRA Distribution Form (.pdf)
- Death or permanent disability
- To pay medical expenses that exceed 7.5% of your adjusted gross income (AGI)
- To pay health insurance premiums for unemployed persons of their families
- To pay qualified higher-education expenses for you, your
spouse, or your children or grandchildren
- Qualified higher-education expenses include: tuition, fees, books, supplies and equipment required for the enrollee
- To buy, build, or rebuild a first home (up to a total of $10,000) that is the principal residence of you, your spouse, your children, grandchildren or ancestor
Note: You must have established your Roth IRA for five years or more to take advantage of any of the above exemptions.
