Insights: Self-Directed IRA

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Calculating Tax on IRA Distributions

Did you take a distribution (or withdrawal) in 2023 from your IRA or other tax-qualified retirement plan? If so, you should have received an IRS Form 1099-R by the end...

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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...

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2023’s Impact on Retirement Strategies

As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...

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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...

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A Comparison of IRAs and 401(k)s

Since first becoming available through the Revenue Act of 1978, 401(k) plans have become the predominant retirement plan for private-sector employers. IRAs have been around for even longer, since 1975....

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Mitigating Taxes With a Qualified Charitable Distribution

We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken...

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