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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

File Your 2017 Tax Return Early

At tax filing time, a large tax bill isn’t your only risk. So is tax identity theft. To protect yourself, be speedy.

TCJA & Bonus Depreciation

Bonus depreciation allows businesses to deduct more of an asset’s cost in the year the asset is placed in service. The new tax law’s enhanced bonus depreciation provision may save tax on your 2017 return.

Tax Cuts and Jobs Act: Key Provisions

For individual taxpayers, most Tax Cuts and Jobs Act provisions will apply only for 2018 through 2025. But they’ll generally have a big impact during that time.

Year-End Charitable Giving in 2017

The charitable donation deduction hasn’t been proposed for elimination or reduction under tax reform, but there still are reasons to maximize charitable giving this year. Just be sure to follow the rules.

How to Partner with Your Own Self-Directed IRA

By John “Jack” F. Kiley, CPA, CISP Partner / MidAtlantic IRA, LLC    Partnering with your own Self-Directed IRA is just one strategy that I’ve seen more and more investors implement to try to help boost their retirement savings. Simply put, this strategy combines...