3 Ways to Fix an Excess Contribution
Investing in a self-directed IRA comes with some great tax benefits – and you can bet the IRS keeps a close eye on IRA transactions to ensure compliance with the...
Traditional or Roth? You Can Change Your Mind After You Make a Contribution
“A leopard can’t change its spots,” as the old saying goes, but the tax nature of an IRA contribution can be changed to give you the type of tax benefit...
Moving Assets Into a Roth IRA Through a Conversion
One way to build your self-directed Roth IRA balance quickly is to convert other IRA assets to your Roth IRA. You can move traditional IRA, SEP IRA, and SIMPLE IRA...
Tax Basics for Self-Directed IRAs
You’ve probably heard that investing in something called a “self-directed IRA” can save you money on taxes and open the door to a wider range of asset classes in your...
IRA Beneficiary Options: Nonspouse Beneficiaries
Legal rights to IRA assets are transferred to IRA beneficiaries upon the IRA owner’s death, outside of probate proceedings. You will likely be able to access your inherited assets right...
Spouse IRA Beneficiaries: Understand All Your Options
The time after a spouse’s death can be overwhelming with grief and urgent financial issues. If your spouse had an IRA that will now be yours, this is one financial...
