Insights: Self-Directed IRA

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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Do Real Estate Investing Opportunities Still Exist?

Real estate moves in cycles, and we have been seeing an ‘up’ market in the past year, as record low interest rates, shifting work requirements, and lifestyle preferences sent homebuyers...

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Have You Put Too Much In Your IRA?

The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...

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10 IRA Questions Your Clients May Not Know to Ask

Asking the right questions is a powerful tool for unlocking the value between you and your investors.  Unfortunately, not all investors know the exact questions to ask to ensure their...

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Mid-Year IRA Investment Review

The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...

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How to Avoid Self-Directed IRA Prohibited Transactions

With a self-directed IRA (SDIRA), you have the benefit of tax-deferred investment growth (tax-free with a Roth IRA) and the freedom to invest in almost anything. Investors look to self-directed...

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