Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...
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...
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...
Inherited an IRA? Understand Your Options
Revised September 20, 2020 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...
Will my IRA affect my social security benefits?
While most retirees depend on their Social Security benefits for retirement income, Social Security was never intended to be a worker’s sole source of income during the retirement years. Social...
IRA Rollover Opportunities for Financial Advisors
While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...
