Insights: IRS Rules

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Have You Turned in Valuations for Your Alternative Investments?

Alternative investments are sought after by self-directed IRA investors for many reasons, including the opportunity to invest in tangible assets and assets whose values are not tied to the stock...

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2020 IRA Deadlines

It’s A Date! Managing Your Self-Directed IRA in 2020

Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

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Increasing Life Expectancies Lead to Lower RMDs

Increasing Life Expectancies Lead to Lower RMDs

According to the current Administration, polling shows that nearly half of Americans are concerned they will not have enough money to live on during retirement.1 One proposal for addressing this...

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Cost of Living Adjustments for IRA Contributions

IRA Contribution Limits for 2020

The IRS has announced the cost-of-living adjustments (COLAs) that will apply to tax-qualified retirement savings plans for the 2020 tax year. In some years, the increase in the cost-of-living index...

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Rolling over retirement savings

Rolling Over Retirement Savings

If you’ve recently changed jobs or retired and left behind retirement savings in your former employer’s retirement plan, you’re eligible to move those assets out of your former employer’s plan...

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Inherited an IRA? Understand Your Options

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 the IRA owner’s death....

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