Insights: Self-Directed IRA

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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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Crowdfunding Investments with a Self-Directed IRA

Crowdfunding as a means to raise funds for start-ups and other ventures gained popularity as a result of the passage of the JOBS Act and the finalization of the SEC...

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Inheriting Savings From an Employer Plan

If you are the beneficiary of a workplace retirement plan account for someone who has died, your first inclination may be to withdraw the funds. You do not have to...

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Scheduling Annual Payments to Beat The Early Withdrawal Tax

Are you retiring early? Perhaps you’ve planned to use your IRA assets as a source of income at this stage of your life – or maybe you’ve had to stop...

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Beware the Early Withdrawal Tax If You’re Under 60

One of the benefits of saving in an IRA is the flexibility to take withdrawals from your account at any time. But, because IRAs were designed to help individuals save...

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