Sep 27, 2026 | Blog, Required Minimum Distributions (RMDs), Tax Bites
When you request your required minimum distribution, you’ll be asked a simple question that has a real impact on your tax year: how much, if any, do you want withheld for taxes? It’s easy to check a box without much thought. But choosing the right...
Sep 10, 2026 | Blog, Real Estate, Tax Bites
Most people open a self-directed IRA for a simple, appealing reason: tax advantages. The account grows tax-deferred, or in a Roth, potentially tax-free. So it comes as a genuine surprise to many investors that a tax-advantaged account can, in certain specific...
Sep 1, 2026 | Blog, Tax Bites
Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources to fix. Errors involving tax withholding, deposits or...
Aug 27, 2026 | Blog, Tax Bites
Two investors buy identical rental properties inside their self-directed IRAs. Same purchase price, same rents, same appreciation over the next twenty years. On paper, they made the exact same investment. But when it’s time to actually use that money, their...
Aug 25, 2026 | Blog, Tax Bites
Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible educators may have two ways to deduct qualifying unreimbursed expenses. One deduction is available whether or not they itemize, and a...
Aug 18, 2026 | Blog, Tax Bites
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred compounding can help turbocharge growth. But some...
Aug 13, 2026 | Blog, Tax Bites
Here’s a question most people never think to ask when choosing a self-directed IRA administrator: does anyone at this firm actually understand taxes? It sounds almost silly. An IRA is a tax-advantaged account. Surely everyone in the industry understands the tax...
Aug 11, 2026 | Blog, Tax Bites
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as defined by...
Aug 4, 2026 | Blog, Tax Bites
Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private investment in these underserved areas by offering federal income...
Jul 28, 2026 | Blog, Tax Bites
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How Are Mutual Funds Taxed? If you sell appreciated mutual fund shares, the resulting profit will...
