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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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Secure Act 2.0 Passage: Impact on IRAs

Three years after passing the SECURE Act of 2019, Congress passed the SECURE Act 2.0 to further advance the bipartisan policy initiative of increasing Americans’ retirement savings. Signed into law...

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Calculating Tax on IRA Withdrawals

Did you withdraw money or property from your IRA in 2022? Chances are it will be taxable, but it might not be. The taxation of an IRA withdrawal depends on...

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What To Know About Inherited IRAs

IRAs are an important estate planning tool for passing wealth directly to loved ones outside of probate – and even tax-free with a Roth IRA. But it’s important to understand...

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Benefits of Establishing a Minor IRA

Helping your child start an IRA could make for a great gift this holiday season. Anyone can have an IRA if they have earned income, including workers younger than 18....

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Finding the Best Self-Directed IRA for You

Hedging inflation and minimizing risk will always be critical parts of your retirement planning journey. If you are like many other investors seeking alternative solutions to traditional cookie-cutter plans, adding...

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