How Increased Tariffs Are Impacting the Stock Market, and Retirement Accounts, and Why a Self-Directed IRA Might Be the Solution
In recent years, the global economy has seen its fair share of turbulence. One of the most significant factors contributing to this instability has…
Essential Self-Directed IRA Rules: Dos and Don’ts
Navigating Self-Directed IRA rules is key to avoiding penalties and optimizing your retirement portfolio. This guide covers prohibited transactions,…
Capital Gains Tax in an IRA: Understanding Tax and the Self-Directed IRA
Capital gains taxes have been a notable contributor for the growth of the U.S. economy over the last several decades. By providing investors with…
Top Tips for Accurate Self-Directed IRA Tax Reporting
Confused about Self-Directed IRA tax reporting? This article breaks down what you need to know, including key IRS forms, how to report different…
IRA Rollover – How to Perform One Properly
Did you know that IRA rollovers are one of the most common ways to fund your Individual Retirement Account (IRA)? Further, the most common type of…
Asset and Creditor Protection for the Self-Directed IRA
Asset and creditor protection is an essential part of safeguarding the wealth in your Self-Directed IRA. Lawsuits, creditors, and unexpected…
Self-Directed IRA Benefits
Regular IRA, Traditional IRA, Roth IRA, Self-Directed IRA, SEP IRA, SIMPLE IRA. There are many different options out there for Individual Retirement…
Is a Backdoor Roth IRA Worth It?
A Backdoor Roth IRA is a strategy that allows high-income earners to contribute to a Roth IRA even if they exceed the income limits set by the IRS.…
Types of Self-Directed IRAs
A Self-Directed IRA is not a term you will find anywhere in the Internal Revenue Code (IRC), meaning the IRS does not define what a Self-Directed…