Fund Your Self-Directed IRA With A SEP Contribution
Do you have self-employment income you would like to invest in an IRA? A SEP plan is an easy option that allows you to make a large pre-tax contribution into...
What Tax Forms Do I Need To File For My SDIRA?
Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...
DIY Investing? Tips & Resources to Avoid Scams
Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...
Do You Have An RMD Strategy?
When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...
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...
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...
