IRA

Russo CPA Tax Tip Article Image: Mouse Trap snapped closed on U.S. dollar pile

Using an IRA Withdrawal for a Qualified Home Purchase

Purchasing a home is an expensive proposition that leaves many would-be buyers feeling cash-strapped. If that’s you, you might be thinking about taking some money out of your traditional IRA to help fund the purchase. But should you? After all, a 10% penalty normally applies to IRA withdrawals before age 59 1/2. The good news is that there’s an exception to the penalty for certain home purchases, subject to a lifetime limit of $10,000.

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One time thing: IRA to HSA Transfer 2023 Russo CPA

One-Time Thing: IRA to HSA Transfer

Did you know that you can transfer funds directly from your IRA to a Health Savings Account (HSA) without taxes or penalties? Under current law, you’re permitted to make one such “qualified HSA funding distribution” during your lifetime.

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