The Dark Side of AI: Protecting Yourself from Investment Fraud
In recent years, artificial intelligence (AI) has permeated nearly every aspect of our lives, promising convenience, efficiency, and innovation. From composing texts to aiding in financial decisions, AI has become...
7 Things You Might Not Know About an IRA
In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you might not be...
How to Report Rollovers on Your Tax Return
Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...
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...
Tax-Smart IRA Strategies for 2024
The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...
Your 2024 IRA Calendar
A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management. With the new year approaching, there’s no time...
