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How the New DOL Fiduciary Rule Affects IRA Owners

On April 25, 2024, the Department of Labor (DOL) published regulations on the “fiduciary rule” that applies to those who provide retirement investment advice to individuals and plan administrators. The...

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Understanding IRS Form 5498: A Guide for IRA Owners

By May 31 each year, IRA trustees and custodians are required to send IRS Form 5498, IRA Contribution Information, to both IRA owners and the IRS. As its name suggests,...

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Investment Vehicles: Self-Directed IRAs vs. Taxable Accounts

Whether you have some money to invest now or you simply understand that you need to invest more in the future, being unsure of what vehicle to use for the...

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7 Things You Might Not Know About an IRA

In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you might not be...

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How to Report Rollovers on Your Tax Return

Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...

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2023 Self-Directed IRA Deadlines and Contribution Limits

As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to timely contribute to your IRA...

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