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Insights: IRS Publication 590-B

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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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Do Your IRA Investments Earn Business Income?

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).   If so,...

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Inherited an IRA? Understand Your Options

Revised September 20, 2020 Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after...

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When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1.  Tax deferral on investment earnings 2.  Broad array of alternative investment options Alternative...

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