2019 Tax Filing and IRA Contribution Deadline Extended Until July 15, 2020: Here’s What You Need To Know
As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
2 Tax Forms IRA Owners Need to Know
If you own an IRA (or any qualified retirement savings account), there are two IRS tax forms you should be familiar with – even if you engage an accountant to...
10 Tips for IRA Rollovers
Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....
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,...
RMD Strategies
Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...
