Fair Market Value – Why Accuracy Is Important
When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...
Smart Retirement Portfolio Moves to Make Now
Alternative investments—such as private equity, real estate or private debt—are continuing to gain popularity for investors seeking to diversify their retirement plan assets. Institutional investors have already allocated as much...
When an IRA Incurs UBTI or UDFI
Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: Tax deferral on investment earnings Broad array of alternative investment options Alternative investments such...
Infographic: 10 Things to Know About Traditional IRAs
A Traditional IRA gives individuals the opportunity to direct pre-tax income toward tax-deferred investments. In addition, no capital gains or dividend income is taxed until it is withdrawn from a...
Top 10 Tips For Making An IRA Contribution
Calendar year 2018 may be over, but it’s not too late to fund your IRA for 2018. You have up until your tax return due date (generally April 15) to...
Why Did I Receive A Form 1099-R?
If you took money or property out of your employer’s retirement plan or your IRA in 2018, you will receive an IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or...
