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2023 SDIRA Fraud Alerts

Investors value the self-directed IRA (SDIRA) for the freedom to invest in almost any type of investment while deferring taxes on contributions and investment gains. While the types of alternative...

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Leveraging Idle Cash in an SDIRA

Excess or idle cash can accumulate in a self-directed IRA (SDIRA), such as when you monetize an investment and are waiting to make another. While having liquidity in an SDIRA...

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Most Common SDIRA Tax Triggers

You’ve put money and time into your self-directed IRA. To ensure that you receive the maximum tax benefits you’ve earned, you must file the appropriate forms with the IRS each...

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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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Trend Spotlight – Bank Capital Raising

Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...

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New Rules for RMDs

If you’re age 72 or older, you must withdraw a certain amount of money each year from your IRAs (excluding Roth IRAs). These “required minimum distributions” (RMDs) are mandated under...

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