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From Blueprint To Buy-In
Monday June 9th at 6:30pm EST
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Tuesday, June 24th at 6:30pm EST
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Introduction to Self-Directed IRAs
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Investing in Real Estate
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Traditional vs Roth IRAs
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The Power of Leverage
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Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
Taking Distributions from a Traditional IRA
It may seem easier to put money into a traditional IRA than it is to take money out. Here are some of the ins and outs of the IRA distribution rules.
How Series EE Savings Bonds are Taxed
Do you own Series EE bonds? Take a look at the issue dates. If the bonds are no longer earning interest, you probably want to redeem them. Here’s more about how the interest on the bonds is taxed.
Tax Responsibilities If Your Business Is Closing Amid The Pandemic
There are a number of tax obligations that must be met when a business closes its doors. Sadly, because of COVID-19, many businesses are facing this reality. Here are the basic requirements.
Divorcing Couples Should Understand These 4 Tax Issues
Getting a divorce can be distressing. You don’t want to make matters worse by making decisions that will cost you more in taxes. Here are four issues to consider if you’re in the midst of getting a divorce.
Buying and Selling Mutual Fund Shares: Avoid These Tax Pitfalls
Planning to buy or sell mutual fund shares? Here are some tax hazards to avoid.
What Tax Records Can You Throw Away?
Did you file an extension until Oct. 15 to file your 2019 tax return? After finishing, you may find yourself with piles of tax-related documents. You might not want to toss them out for fear of trashing something important. Here are some tax recordkeeping guidelines.