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Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...

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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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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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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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