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Insights: IRS Publication 590-B

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Tax-Free Charitable Donations From Your IRA

November 29, 2018 | Tags: All Things Retirement, distribution, IRA, IRA Custodian, IRA Rules, IRA Tax Laws, IRS Publication 590-B, IRS Rules, QCD, qualified charitable distribution, Required minimum distribution, retirement, RMD, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Tax Strategy taxation, taxation, Traditional IRA, Types of IRA, withdrawal

With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...

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How to Make The Most of Your Rollover

November 15, 2018 | Tags: All Things Retirement, alternative investment IRA custodian, alternative investments, distribution, IRA, ira contribution, IRA Custodian, IRA deadline, IRA Rules, IRA Tax Laws, IRS Publication 590-B, IRS Rules, real estate investing, retirement, Rollover, Roth IRA, Self Directed IRA, taxation, Traditional IRA, withholding

If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...

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Advisors Play a Critical Role in RMD Planning

October 25, 2018 | Tags: 2017 ira contribution, 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, Investment Options, IRA, ira contribution, IRA Rules, IRS Publication 590-B, prohibited transactions, real estate investing, Real Estate IRA, Required minimum distribution, RMD, Roth IRA, Self Directed IRA, self directed IRA investments, SEP IRA, SEP IRA retirement account, Tax Strategy taxation, Traditional IRA, Types of IRA, withdrawal

As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...

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Plan Ahead for Taking Required Distributions from Your Traditional IRA

October 3, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, alternative iras, IRA, ira contribution, IRA deadline, IRA Investments, IRS Publication 590-A, IRS Publication 590-B, Required minimum distribution, retirement, RMD, Roth IRA, Roth IRA conversion, Self Directed IRA, self directed IRA investments, Simple IRA, taxation, Traditional IRA, Types of IRA, withdrawal

Deferring the tax on your retirement savings is a key benefit of saving in a self-directed Traditional IRA – until you reach age 70½. Once you reach this age, the...

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