Insights: Miscellaneous

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UBTI and UDFI Tax Considerations for IRA Owners

IRAs are a great shelter for growing investments tax-deferred (in a Traditional IRA) or even tax-free (in a Roth IRA). However, there are instances in which the income produced by...

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Have You Turned in Valuations for Your Alternative Investments?

Alternative investments are sought after by self-directed IRA investors for many reasons, including the opportunity to invest in tangible assets and assets whose values are not tied to the stock...

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2020 IRA Deadlines

It’s A Date! Managing Your Self-Directed IRA in 2020

Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

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Increasing Life Expectancies Lead to Lower RMDs

Increasing Life Expectancies Lead to Lower RMDs

According to the current Administration, polling shows that nearly half of Americans are concerned they will not have enough money to live on during retirement.1 One proposal for addressing this...

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Legislative Update: SECURE Passage Slipping Away?

Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...

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No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

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