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White Papers

For Individuals		For Professionals
The CARES Act – How the CARES Act affects your taxes and retirement savings		The CARES Act – How the CARES Act affects your taxes and retirement savings
The SECURE Act – The Gift That Keeps on Giving (February 2020)		The SECURE Act – The Gift That Keeps on Giving (February 2020)
Boost Your Self-Directed IRA Balance with a SEP Plan (April 2019)		5 Tax Planning Strategies to Consider Now for Your Clients’ 2020 Tax Returns (December 2019)
Rolling Over Retirement Savings (January 2019)		Recharacterizations & Conversions: Tax Planning Tools for IRAs (October 2019)
Which IRA is Right for You? (October 2018)		IRA Rollover Opportunities (June 2019)
Things You Need to Know Before Holding Real Estate in an IRA (July 2018)		Boost Your Self-Directed IRA Balance with a SEP Plan (April 2019)
The Roth IRA Backdoor that Congress Took Away (March 2018)		Rolling Over Retirement Savings (January 2019)
An Overview of Alternative Assets in Self-Directed IRAs (September 2017)		Which IRA is Right for You? (October 2018)
Investing in Real Estate with a Self-Directed IRA (September 2017)		Things You Need to Know Before Holding Real Estate in an IRA (July 2018)
Investing in Precious Metals with a Self-Directed IRA (September 2017)		Avoiding Prohibited Transactions in Self-Directed IRAs (May 2018)
		Reexamining the Impact of the Fiduciary Rule (April 2018)
		The Roth IRA Backdoor that Congress Took Away (March 2018)
		An Overview of Alternative Assets in Self-Directed IRAs (September 2017)
		Investing in Real Estate with a Self-Directed IRA (September 2017)
		Investing in Precious Metals with a Self-Directed IRA (September 2017)

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