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Secure Act 2.0 Progress Update: Halfway There

“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...

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What Is The 2021 Contribution Deadline For My 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 2021....

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Fund Your Self-Directed IRA With A SEP Contribution

Do you have self-employment income you would like to invest in an IRA? A SEP plan is an easy option that allows you to make a large pre-tax contribution into...

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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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Have You Put Too Much In Your IRA?

The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...

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Tax Form 5498

Tax Form Focus: IRS Form 5498

If you own an IRA (including an inherited IRA), you should receive an IRS Form 5498 every year that a reportable event took place. IRA custodians use this form to report...

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