Category Archives: IRA Education

Our Common Prohibited Transactions series now an eBook!

From January through May of last year, Kingdom Trust published a Common Prohibited Transactions blog series. This six-part series was published as part of our ongoing effort to educate retirement account holders. Now you can read the entire Common Prohibited Transactions series in a new eBook from Kingdom Trust! The intent of this eBook is to […]

New and improved eBooks!

In 2016 we made a few changes to our Education section on One change introduced a page dedicated to our current eBooks and white papers. While you may have visited this page before, we regularly add new material and update previously published content. Since the launch of these new pages, we’ve updated eBooks currently available. Most […]

GUEST POST: 7 Steps to a Successful Retirement

by Rick Pendykoski Are you glum about the odds of enjoying a financially secure retirement? Worried that your retirement plans may not live up to your age? Searching for the secret to effective investing? Successful retirees share a few characteristics in common. Following their investment patterns may help you experience a successful retirement. Here’s a simple 7-step […]

2017 Contribution Limits for Retirement Plans

Happy New Year 2017! At the start of every tax year, it’s important to remember your retirement account contribution limits. So, with that in mind, let’s briefly go over the limits for this new year. While most 2017 contribution limits remain at 2016 limits, two account types will see slight increases. Traditional IRA and Roth IRA […]

Taking Advantage of Qualified Charitable Distributions

The tax benefits for donating to charity are a little clearer this year. Last December, Congress made permanent a law allowing individuals 70½ or older to give directly from their IRAs rather than having to take a distribution that would incur income taxes. This is known as a qualified charitable distribution (or QCD). You can […]

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