2020 IRS Tax Filing Extension and the Impact on Your IRA
On March 17, 2021, the Treasury Department and the Internal Revenue Service announced an extension of the 2020 tax filing deadline, shifting the normal April 15 deadline to May 17,...
Tax Form Focus: IRS Form 5329
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 and paying tax when necessary....
Tax Form Focus: IRS Form 8606
As a self-directed IRA owner, you’ll want to monitor the tax forms related to your IRA investments to ensure you’re receiving the tax advantages available to you. Even if you...
Maximizing Your 2020 and 2021 IRA Contributions
*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). Thankfully, 2020...
Do Your IRA Investments Earn Business Income?
*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). If so,...
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...
