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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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October 2022 Deadlines for Self-Directed IRAs

In addition to pumpkins and trick-or-treats, October closes the window on the prior tax year for most filing purposes. October 15 is typically your last chance to file your tax...

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Legislative Impacts on Roth IRA Conversions

Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...

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Why Would IRA Investment Income Be Taxed?

One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...

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IRS Update: Additional Tax Relief Available

The IRS has recently issued additional tax relief notices to help aid those impacted by recent disaster situations.  The IRS notices announce fuel penalty relief and a variety of extensions...

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Tax Form 5498

Tax Form Focus: IRS Form 5498

If you own an IRA (including an inherited IRA), you should receive an IRS Form 5498 every year that a reportable event took place. IRA custodians use this form to report...

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