New Client Online Portal Coming April 1st
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.
Sign-up for a Webinar
Understanding Self-Directed IRAs
March 4th at 2pm Eastern
2025 November Strategy Group Recap
Our November Strategy Group call covered a wide range of important tax and retirement planning updates for 2026 and beyond. Jack Kiley provided a detailed update on new tax laws, retirement plan adjustments, and strategies investors should consider before year end....
New Itemized Deduction Limitation Will Affect High Income Individuals Next Year
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end of 2025 to help mitigate the negative impact. The New Limitation Up Close Before the Tax Cuts...
How Self Directed Investors Think Differently About Their IRAs
Most people view their IRA as a passive account. Money goes in every year. Mutual funds move up and down. The balance grows or shrinks with the markets and everything feels outside your control. Self directed investors take a completely different approach. They see...
Shift Income To Take Advantage of The 0% Long-Term Capital Gains Rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated stock instead of cash. You might be able to eliminate all federal tax liability on the appreciation — or at least...
How Self Directed Investors Turn Their IRAs into Tools for Growth
Most people think of their IRA as a passive account. A place where money is parked until retirement, moving up and down with the stock market. But for self directed investors, an IRA is far more than a static savings vehicle. It’s a strategic tool. One that can...
How The Social Security Wage Base Will Affect Your Payroll Taxes in 2026
The 2026 Social Security wage base has been released. What’s the tax impact on employees and the self-employed? Let’s take a look. FICA tax 101 The Federal Insurance Contributions Act (FICA) imposes two payroll taxes on wages and self-employment income — one for...