See the latest news and emerging topics that impact IRAs and retirement.
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What Tax-Free Growth Looks Like
Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of...
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2020 IRS Tax Filing Extension and the Impact on Your IRA
On March 17, 2021, the Treasury Department and the Internal Revenue Service announced an extension of the 2020 tax filing deadline, shifting the normal...
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Maximizing Your 2020 and 2021 IRA Contributions
*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021. Thankfully, 2020 has come and gone, but it’s not...
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Tax Form Focus: IRS Form 1099-R
As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you....
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Why Self-Directed Individual Retirement Accounts Make So Much Sense
Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even with that impressive recovery, substantial issues remain with the U.S. economy due to the impact of the coronavirus. As a result, many investors are looking to capitalize on the market turnaround and build diversified retirement portfolios.
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Will Taxes be Taken Out of My IRA Withdrawal?
If you want to take a specific dollar amount out of your IRA, which of the following would you request your IRA custodian to distribute? Exact amount...
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Mitigating Investment Risk in Times of Change
Now that Joe Biden has been sworn in as President and the new Congress has been seated, many alternative asset investors are wondering what the new administration and shift in the balance of power in Congress might mean for their portfolios.
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Coronavirus-Related Retirement Account Distributions: Do You Qualify?
Revised June 23, 2020, to reflect new guidance released by the IRS. The newly enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is...
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