RMD calculations are straightforward once your account values are up to date. With self-directed IRAs, it’s critical to keep your Fair Market Values current each year — so your RMD is calculated correctly and you stay penalty-free. MidAtlantic IRA does the math for you, but your advisors can help decide when and how to take your RMD in a way that fits your retirement strategy.
RMDs are more than just compliance — they affect how your retirement plan unfolds across taxes, income, investments, and estate goals.
RMDs don’t have to be complicated, but misinformation can make them seem harder than they are. Knowing the facts helps you plan ahead and avoid unnecessary penalties.
If you have a parent moving into a nursing home, taxes are probably not on your mind. However, there may be tax breaks.
Did you know you can use your IRA, or even someone else’s, to invest in real estate? Self-Directed IRAs open the door to a wide range of opportunities beyond Wall Street. Here are six reasons why real estate belongs on your retirement investment radar:
Certain taxpayers generally must make quarterly estimated tax payments to avoid a penalty. Here are the rules, along with when the next payment is due.
When developing your business’s website, how do you handle the expenses for tax purposes? Here are the basic rules.
If you own Series EE bonds, take a look at the issue dates to see if the bonds are no longer earning interest. Here’s how bond interest is taxed.
Getting a divorce can be an agonizing process. You don’t want to make it worse by making decisions that will cost you more in taxes. Here are six issues to consider if you’re getting a divorce.