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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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Clever SDIRA Tax Strategies Start With Your RMD Notice

The laws for tax-qualified retirement savings require that IRA owners begin taking at least a minimum amount from their IRAs each year at age 72. If you will be age...

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What SDIRA Investors Need to Know About 2021 and 2022 RMDs

If you are age 72 or older, you are required to take a minimum distribution from your Traditional, SEP, and SIMPLE IRAs each year. Those who were age 70½ by...

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Do You Have An RMD Strategy?

When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...

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Update: 2020 IRA Exemptions and Exceptions

With high hopes that 2021 will bring fewer last-minute, emergency changes to tax and IRA-related rules than we saw in 2020, now may be a good time to clear up...

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IS AGE 70½ STILL IMPORTANT FOR IRAS?

Beginning January 1, 2020, the SECURE Act changed several rules for IRAs and qualified retirement plans to help individuals save more for retirement. Two of those changes for IRAs not...

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