See the latest news and emerging topics that impact IRAs and retirement.
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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...
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May 2022 To-Do List For Self-Directed IRAs
As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only...
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IS IRA Checkbook Control Risky?
When you’re buying and selling investments for your self-directed IRA and time is of the essence, having checkbook control of your IRA assets can sound...
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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.
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How Financial Advisors Can Prep for the Great Wealth Transfer
As the “Great Wealth Transfer” is set to begin, the investment landscape is bound to see major changes as Millennials, as well as members of Generation...
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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...
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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.
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SDIRA Tax Tip: Don’t Overlook Your 1099-R and FMV
After the end of each calendar year, your IRA custodian must provide certain information about your IRA to you and to the IRS. Two of these communications...
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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....
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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.
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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...
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Do You Have An RMD Strategy?
When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum...
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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...
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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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