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,...
IRA Contribution Limits for 2020
The IRS has announced the cost-of-living adjustments (COLAs) that will apply to tax-qualified retirement savings plans for the 2020 tax year. In some years, the increase in the cost-of-living index...
Rolling Over Retirement Savings
If you’ve recently changed jobs or retired and left behind retirement savings in your former employer’s retirement plan, you’re eligible to move those assets out of your former employer’s plan...
Estate Planning With IRAs
Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...
Traditional or Roth? You Can Change Your Mind After You Make a Contribution
“A leopard can’t change its spots,” as the old saying goes, but the tax nature of an IRA contribution can be changed to give you the type of tax benefit...
