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IRS COLA Changes for 2024

After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...

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Considerations for Roth IRA Conversions

Converting from a Traditional IRA to a Roth IRA can be a great way to jump-start your Roth IRA savings. Conversions involve moving (typically) pre-tax Traditional IRA assets into a...

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3 SDIRA Mistakes to Avoid

Using a self-directed IRA (SDIRA) to diversify your investment portfolio can be exciting. While workplace retirement plans typically limit your investment options to mutual funds, ETFs, and bonds, an SDIRA...

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The Basics of UBTI/UDFI

Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...

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2023 SDIRA Tax Reporting: Form 1099-R

Self-directed IRAs (SDIRAs) come with tax benefits – it’s up to the investor to understand the tax reporting requirements to claim those benefits. During tax season, one of the most...

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Secure Act 2.0 Passage: Impact on IRAs

Three years after passing the SECURE Act of 2019, Congress passed the SECURE Act 2.0 to further advance the bipartisan policy initiative of increasing Americans’ retirement savings. Signed into law...

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