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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.
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Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Disability Benefits May Have Income Tax Consequences You Don’t Expect
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...
The Quiet Season: 5 Things to Check on Your IRA Before Fall Gets Busy
Every IRA has a rhythm to it. Spring belongs to tax season. Winter belongs to year-end deadlines, valuations, and required distributions. And the fourth quarter, as anyone who has scrambled through one knows, has a way of arriving faster than expected. But August?...
Retirement Isn’t an Exit: Why the Best Investors Never Really Stop
Picture the classic retirement commercial. A couple walks a beach at sunset. Someone tees off on an empty golf course. A sailboat drifts by, presumably purchased with decades of disciplined index fund contributions. Now be honest: does any of that actually sound like...
Could The New Markets Tax Credit Benefit Your Business?
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...
Your IRA Just Bought a House: How Real Estate Inside a Retirement Account Actually Works
If you've ever walked through a property and thought, "I understand this investment better than anything in my 401(k)," you're not alone. For many real estate professionals and experienced investors, the stock market feels abstract while a rental property feels...
Be Tax-Smart With Your Mutual Fund Investments
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...