Back to School? 10 Things You Must Know About Using Your IRA for Educational Expenses

By Sarah Brenner, JD, IRA Analyst

The arrival of fall means that it’s back to school time! This also means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know.


Inside Our Current Issue:

  • The 10% Early Distribution Penalty Exceptions: What You Need to Know
  • 3 Follow-up Questions to the August 2017 Newsletter: ‚ÄúStill-Working Exception and RMDs‚Äù
  • Guest IRA Expert, Ellen Feinsand: Reaching the Senior and Elder Market
  • myRA and DOL Fiduciary Rule Updates
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