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Insights: Self-Directed IRA

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Why investing in alternative assets makes sense in a self-directed ira

Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA

The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...

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RMD Strategies for 2019 and Beyond

Beginning at age 70½ IRA owners are required to take annual withdrawals from their IRAs– whether they need the income or not. Tax laws require these annual payments to ensure...

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Rolling over retirement savings

Rolling Over Retirement Savings

If you’ve recently changed jobs or retired and left behind retirement savings in your former employer’s retirement plan, you’re eligible to move those assets out of your former employer’s plan...

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Inherited an IRA? Understand Your Options

Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after the IRA owner’s death....

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Can the IRS take my IRA

Can the IRS take my IRA?

Monarchies and governments have been collecting taxes since Pharaohs ruled ancient Egypt. The methods for collecting tax may have changed through the years, but a state or federal taxing agency...

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Will my IRA affect my social security benefits?

While most retirees depend on their Social Security benefits for retirement income, Social Security was never intended to be a worker’s sole source of income during the retirement years. Social...

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