May 8, 2020 | Blog, IRS NEWS, Tax Bites, White Papers
The next 120 days will be critical and cash flow will be key. On the horizon is the new tax day deadline, 2020 estimates and PPP Loan forgiveness. And you still need to figure out how to restart your business. Click below to access our blueprint of things to think about, how to plan for the next four months and through the end of the year.
Dec 19, 2019 | Blog, White Papers
As 2019 is comes to a close, we all begin to look ahead to 2020. For 2020 many of the contribution limits increased from their 2019 levels. In calculating these, IRS compares the official cost of living increase from September of 2019 to September of 2018.
Dec 1, 2019 | Blog, White Papers
Did you know you can use IRAs (your own or someone else’s) to invest in real estate? Here are some reasons to consider doing this.
Nov 1, 2019 | Blog, FAQ, White Papers
Privately money lending through a Self-Directed IRA or 401(k) to real estate investors is a commonly used strategy that may grow retirement funds. In addition to consulting a team of advisers to decide if the debtor’s investment plans are in unison with your professional portfolio, there are a few case-specific characteristics to consider.
Jan 10, 2019 | Blog, Featured Post, White Papers
The top three asset classes in which we expect significant investment activity to occur in 2019 are single family rental real estate, the secondary note market and private equity. Here’s why.
Dec 11, 2018 | Blog, IRS NEWS, White Papers
As 2018 is comes to a close, we all begin to look ahead to 2019. For 2019 many of the contribution limits increased from their 2018 levels. In calculating these, IRS compares the official cost of living increase from September of 2018 to September of 2017. Because the cost of living was higher in 2018 many of the indexed (for inflation) contributions, limitations, thresholds, etc in the IRS were adjusted.
Dec 4, 2018 | Blog, White Papers
It’s time to tie up loose ends for the 2018 tax year. to help alleviate some stress, we’re sharing ‘Six Important Check Ups’ that you’ll want to do for your IRA.
Jan 25, 2018 | Blog, FAQ, White Papers
Periodically, the question arises of whether to convert a Traditional IRA to a Roth IRA. Generally clients must ‘crunch the numbers’ to decide whether this makes financial sense. As with most tax calculations, there is no hard and fast rule for everyone. Several factors need to be considered. Some are easy to determine (your age, ability to pay the tax without retirement funds) and others are not so easy (rate of return on investments and effective tax rate in retirement)
Jan 25, 2018 | Blog, FAQ, White Papers
Now that we are into the New Year, savvy investors holding real estate in traditional IRAs are assessing whether now is a good time to convert those IRAs to Roth IRAs. The main reason investors consider converting is to place those retirement plans in a better tax position. Keep in mind that earnings on Roth IRA investments grow tax free as opposed to just growing tax deferred as in the case of Traditional IRAs.
Sep 18, 2017 | Blog, White Papers
By John “Jack” F. Kiley, CPA, CISP Partner / MidAtlantic IRA, LLC Partnering with your own Self-Directed IRA is just one strategy that I’ve seen more and more investors implement to try to help boost their retirement savings. Simply put, this strategy combines...