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2023 Self-Directed IRA Deadlines and Contribution Limits

As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to timely contribute to your IRA...

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Jump-Start a Roth IRA with a 529 Rollover

Among the many SECURE 2.0 Act provisions, there are some that affect relatively few individuals but that provide considerable benefit to those who qualify. One such provision allows certain distributions...

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When Should You File IRS Form 5329 or 8606?

Tax filing season is fast approaching—but this filing deadline doesn’t have to create undue apprehension. If you follow a few simple reporting rules for your self-directed IRA, filing your tax...

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Calculating Tax on IRA Distributions

Did you take a distribution (or withdrawal) in 2023 from your IRA or other tax-qualified retirement plan? If so, you should have received an IRS Form 1099-R by the end...

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IRS Annual Requirements for Alternative Asset Valuations

The IRS requires all retirement plan accountholders to obtain and report the fair market value (FMV) of assets held in their account(s) on an annual basis. The current value of...

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2023 IRA Distribution Reporting: IRS Form 1099-R

If you took a distribution from your self-directed IRA (SDIRA) in 2023, you will receive an important tax form toward the start of 2024. IRS Form 1099-R, Distributions From Pensions,...

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