Insights: Self-Directed IRA

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2023 Self-Directed IRA Deadlines and Contribution Limits

As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to timely contribute to your 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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