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May 2022 To-Do List For Self-Directed IRAs

As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only for IRS reporting...

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Why Would IRA Investment Income Be Taxed?

One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...

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What Tax Forms Do I Need To File For My SDIRA?

Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...

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IRA TRUST Beneficiary Payment Options In Limbo

The SECURE Act of 2019 changed the payment options for most beneficiaries inheriting IRA assets after 2019, so that most beneficiaries are required to deplete inherited IRA assets within 10...

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Legislation Watch: 3 Changes That May Impact IRAs

  Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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