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How to Avoid the Early Distribution Tax

Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....

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Great Resignation Retirement Mistakes to Avoid

If you are thinking about making a job change, you’re not alone. According to the Willis Towers Watson’s 2022 Global Benefits Attitudes Survey, 44% of employees are currently actively looking...

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Secure Act 2.0 Progress Update: Halfway There

“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...

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What Is The 2021 Contribution Deadline For My Self-Directed IRA?

Don't let a (tax) savings opportunity pass you by.  There is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for 2021....

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Can I Get An IRA “Do Over”?

Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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