Tax-Free Charitable Donations From Your IRA
With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...
How to Make The Most of Your Rollover
If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...
IRA Contribution Limits Increase
Each year in October, the IRS announces the cost-of-living adjustments (COLAs) that will apply to retirement savings plans for the following calendar year. This chart provides the IRA limits for...
Advisors Play a Critical Role in RMD Planning
As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...
Why Angel Investors Should Invest Through an Alternative Asset IRA
Ever wonder how people like former presidential candidate Mitt Romney and PayPal co-founder Max Levchin amassed such wealth early on? They both had the foresight to use their IRAs to...
Plan Ahead for Taking Required Distributions from Your Traditional IRA
Deferring the tax on your retirement savings is a key benefit of saving in a self-directed Traditional IRA – until you reach age 70½. Once you reach this age, the...
