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...
10 Tips for IRA Rollovers
Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....
Have You Turned in Valuations for Your Alternative Investments?
Alternative investments are sought after by self-directed IRA investors for many reasons, including the opportunity to invest in tangible assets and assets whose values are not tied to the stock...
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,...
RMD Strategies
Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...
Increasing Life Expectancies Lead to Lower RMDs
According to the current Administration, polling shows that nearly half of Americans are concerned they will not have enough money to live on during retirement.1 One proposal for addressing this...
