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Is A Roth Conversion Right For You?

The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...

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The Basics of UBTI/UDFI

Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...

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Contribution Limits and Deadlines for Your 2022 Self-Directed IRA

Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for...

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How Does a SEP Plan Work?

If you own a business and receive income for personal services rendered, you can establish a simple, cost-effective IRA-based retirement plan called a Simplified Employee Pension (SEP). A SEP can enable...

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Most Common SDIRA Tax Triggers

You’ve put money and time into your self-directed IRA. To ensure that you receive the maximum tax benefits you’ve earned, you must file the appropriate forms with the IRS each...

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Fair Market Valuations and Alternative Investments

Is your self-directed IRA invested in an asset other than publicly-traded stocks, mutual funds, ETFs, bonds, or precious metals? Perhaps you’ve invested your IRA in a tangible asset like real...

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