See the latest news and emerging topics that impact IRAs and retirement.
-
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...
Read time: 4 Minutes Read More -
Investor Insights: STRATA’s 2022 Investor Survey Report
As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain...
Read time: 2 Minutes Read More -
3 Self-Directed IRA Investments Investors Love
Many self-directed IRA investors want exposure to assets outside of traditional stocks, bonds, and cash, which is why investments in alternatives are on...
Read time: 4 Minutes Read More -
3 Alternative Investments to Hedge Against Inflation (Forbes.com)
With record-setting inflation rates and a volatile stock market, you may be looking for alternative ways to preserve and grow your retirement savings. Within any portfolio, hedging against inflation involves a few straightforward principles.
Read time: 5 Minutes Read More -
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,...
Read time: 4 Minutes Read More -
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...
Read time: 5 Minutes Read More -
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...
Read time: 4 Minutes Read More -
Great Resignation Retirement Mistakes to Avoid
If you are thinking about making a job change, you’re not alone. According to the Willis Towers Watson’s 2022 Global Benefits Attitudes Survey, 44% of...
Read time: 5 Minutes Read More -
How To Invest Your Self-Directed IRA In Socially Responsible Ways (Forbes.com)
What if you could invest your money in ways that also help achieve positive environmental and social impacts? Now you can — with an investing strategy known as socially responsible investing, or SRI. Also known as environmental, social and governance (or ESG) investing, this strategy allows you to invest your money in ways that align with your beliefs and values while supporting causes that you believe in.
Read time: 3 Minutes Read More -
Secure Act 2.0 Progress Update: Halfway There
“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking...
Read time: 4 Minutes Read More -
What Is The 2021 Contribution Deadline For My Self-Directed IRA?
Don’t let a (tax) savings opportunity pass you by. There is still time to add cash to your self-directed IRA and take advantage of the related tax...
Read time: 5 Minutes Read More -
3 Trends To Track In 2022 For Self-Directed IRAs (Forbes.com)
2022 has barely begun yet it has already taken investors on a wild ride. On the way up: volatility, inflation, and interest rates. On the way down: unemployment, cryptocurrencies, and housing supply. For self-directed IRA (SDIRA) investors, who often invest in alternative assets (“alts”), these investing conditions are not a deterrent. In fact, they could spell opportunity.
Read time: 2 Minutes Read More -
Your 2022 IRA Calendar
Stay on track with your retirement saving and investment goals by staying informed and setting one beneficial goal for your self-directed IRA each month....
Read time: 7 Minutes Read More -
Why Private Debt Has Become A Popular Alternative Asset For SDIRA Investors (Forbes.com)
Private Debt is now the third largest alternative asset class behind private equity and direct real estate with nearly $1 trillion in total assets.
Read time: 5 Minutes Read More -
Will I Owe Tax On My IRA Withdrawal?
“Will I owe more in taxes?” is a question a lot of us are asking as we head into the 2021 tax season. If you withdrew money from an IRA in 2021, you...
Read time: 5 Minutes Read More -
How to Avoid Self-Directed IRA Prohibited Transactions
With a self-directed IRA (SDIRA), you have the benefit of tax-deferred investment growth (tax-free with a Roth IRA) and the freedom to invest in almost...
Read time: 4 Minutes Read More
