Tax Form Focus: IRS Form 1099-R
As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you. Our tax form focus series...
Is An RMD Due For 2021?
The changes to the required minimum distribution (RMD) rules made by the SECURE Act of 2019 actually took effect in 2020, but all RMDs were waived for 2020 in response...
How Does Fair Market Value Apply To My Self-Directed IRA?
A self-directed IRA allows you the freedom to invest your IRA assets in much more than mutual funds, bonds, and ETFs, which are subject to fluctuations in the stock market....
Your 2021 IRA Calendar
*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana). IRS Form 5498...
Tax Advantages for Growing Families
Congratulations if you welcomed a new member to your family this year! Having little ones is expensive, whether you’re paying hospital bills or adoption expenses, or just keeping up with...
Legislation Watch: Secure Act 2.0, Are You Ready?
Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) kickstarted a...
