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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

Tax Code Changes in 2020

As 2019 draws to a close, Congress made three significant changes to the tax code regarding IRAs. In the last few days of the Congressional year, Congress passed two spending bills to keep the government running for another year.

Your 2020 Annual Contribution Limits

As 2019 is comes to a close, we all begin to look ahead to 2020. For 2020 many of the contribution limits increased from their 2019 levels. In calculating these, IRS compares the official cost of living increase from September of 2019 to September of 2018.