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What SDIRA Investors Need to Know About 2021 and 2022 RMDs

If you are age 72 or older, you are required to take a minimum distribution from your Traditional, SEP, and SIMPLE IRAs each year. Those who were age 70½ by...

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DIY Investing? Tips & Resources to Avoid Scams

Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...

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Do You Have An RMD Strategy?

When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...

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Legislation Watch: 3 Changes That May Impact IRAs

  Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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Mid-Year IRA Investment Review

The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...

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