Funda Ngokuvula IRAs kwiBhanki Yakho

Amabhanki anikezela ngamakhawunti ngamnye omhlala phantsi (IRAs) kubaxhasi bawo. Le akhawunti inika iingeniso zerhafu malunga nokugcinwa komhlalaphantsi kwaye ineemithetho eqinile malunga negalelo kunye nokuhoxiswa. Ukuze wenze uhoxiso ngaphandle kwesihlwayo kufuneka ube ngu-59 1/2. Ukuba ukhenyuza kwangaphambili kufuneka uhlawule iimrhumo kunye nezohlwayo ngemali. Amabhanki anika iiRRA IRAs zemveli . Imveli ye-IRA ikuvumela ukuba wenze umrhumo werhafu mahala, kodwa uhlawuliswa kwiirhafu zakho.

Imirhumo yeRoth IRA ihlawuliswa, kodwa unokwenza uhoxiso ngaphandle kwentela xa ufikelele kumhlalaphantsi.

Okukhuselekileyo ngakumbi kwiNgxowa-mali ngokuqhelekileyo ibhekisela kwiNqanaba lokuBala lingezantsi

Uninzi lwamabhanki anika ii-IRA njengeziqinisekiso zeDistim (iiCD) . Ii-CD zikhuselwe yi-FDIC ukuya kwii-250,000 zamawaka, ukuba ibhanki ingaphumeleli. Nangona kunjalo, izinga lokubuyela kwii-CD ngokubanzi liphantsi kakhulu kunezinga lokubuyisela ukuba unokuvula i-IRA kwisikratshi. Inxalenye yotyalo-mali yebhanki yakho inokunika ii-IRA ezingekho iiCD, kodwa ezi mali aziqinisekisiweyo yi-FDIC. Ukukhuseleka ngakumbi imali ngokuqhelekileyo kuthetha ukuba izinga lokubuyisela liphantsi. I-CD ikhutshwe kwisilinganiselo esisetyenzisiweyo sokubuyela kwithuba elithile lexesha, xa ixesha lexesha liphela, kuya kufuneka uqhube i-CD yangoku ibe entsha, ngaphandle kokukrazula nayiphi na imali. Iirhafu zemarike zingakhuphuka okanye zisezantsi ngokuxhomekeke kwiimeko zoqoqosho zangoku.

Ukuqwalasela xa ukhetha i-IRA

Xa ukhetha uhlobo lwe-IRA ofuna ukuyivula kufuneka ucinge ukuba ufuna ukhuseleko okanye ukwazi ukukhulisa imali yakho ngakumbi, uze uvule i-IRA kwindawo eya kukunceda ukuba wenze oku. Xa useneminyaka yakho engamashumi amabini uninzi lwakho lokugcina umhlala-phantsi kufuneka lube kwi-akhawunti ephakamileyo yokukhupha ingozi, kuba kukunika ithuba elihle lokwakha ubutyebi bakho.

Kananjalo unayo ixesha lokubuya kwi-market crash. Njengoko ukhula ufuna ukuguqula i-akhawunti engciphekweni. Oku kuya kukhusela imali yakho.

Ngaloo nto, engqondweni, ukuba unonophelo xa ufikelele ekutyalweni, ungakhetha ukuvula i-IRA kwibhankini yakho, kuba i- 401 yakho (k) igxininise ngakumbi kwimali ephezulu yokukhula okuphezulu. Iminikelo yakho ye-IRA ingasetwa nyanga zonke okanye ungancedisa kanye ngonyaka. Nangona ii-CD ezininzi zingavumeleli ukuba zinikele ngeminikelo yenyanga, ezininzi iibhanki zivumela i-CD ye-IRA ukuba ibe negalelo yenyanga xa ihlawulwe ngokuzenzekelayo.

Ukuba i-IRA yile akhawunti kuphela yokugcina umhlala-phantsi, unokuba ngcono ukuhamba kunye ne-firm firm, kuba banokukunika inani elihle lokubuyisela. Ufuna ukuba imali yakho yokugcina umhlalaphantsi ikhule, ngoko unokuthatha umhlalaphantsi ngokukhululekile. Khawukhumbule ukutshintshela kwiindawo ezininzi zokutshala imali, njengoko ukhula. Oku kufanele kube kuma-lateties akho ekupheleni kwamashumi amahlanu. Ukuba ufuna i -IRA yedwa , kufuneka ukhangele enye kwi-firm firm.

Ezinye iinkqubo zokugcina umhlalaphantsi

Ukongeza kwi-IRA yakho kufuneka uvula i-akhawunti yomhlala phantsi ngomsebenzi wakho ukuba ngaba banikela omnye. Ukuba uqeshwe ngabakho kukho iakhawunti yomhlalaphantsi ekhoyo kuwe.

Unokuvula i- akhawunti ye- SEP okanye ye- KEOGH kubantu abaqeshwe ngabanye. Ezi ngxelo zibonelela ngezibonelelo ezifanayo njenge-401 (k) icebo. Xa usuqeshwe ngokuzimeleyo unesibopheleleko kuphela sokulungiselela umhlalaphantsi wakho.

Nangona kufuneka uhlawule kwinkqubo yokhuseleko loluntu, akufanele ufake ukhuseleko loluntu njengenxalenye yezicwangciso zakho zomhlala-phantsi ngeli xesha. Inkqubo yokhuseleko yentlalo ingahle ingabi khona xa uthatha umhlalaphantsi, kwaye awukwazi ukufumana izibonelelo ezininzi njengoko uxelwe kwangoku kwi-statement ye-social security statement oyifumanayo. Ukongezelela, iminyaka yobudala yomhlalaphantsi inokunyuka, kwaye ukuba ufuna ukuhlala phantsi, awuyi kukwazi ukudweba imali yakho xa uqala ukuhlala phantsi.