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No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

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Medical Professionals Investing in All Things Medical

A self-directed IRA account allows investments in asset classes and investment vehicles beyond traditional stocks, bonds, cash, mutual funds, and ETFs. This can include investments in medical and related ventures...

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estate planning ira

Estate Planning With IRAs

Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...

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401(k) Distribution Options When You Change Jobs

If you’ve been lucky enough to participate in a retirement plan at work, you’re already off to a great start saving for your retirement. When you decide to change jobs,...

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Don’t Lose Your IRA Inheritance to Taxes or Penalties

Have you recently inherited an IRA from a loved one, or do you think you will someday? If so, it’s important to understand your options for taking payments from that...

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Fair Market Value: What You Need To Know

Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...

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