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...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act that became law on January 1 of this year made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of...
Inherited IRAS Won’t Stretch As Far As They Used To
Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...
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...
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,...
