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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
Time for an estate plan checkup
Now that we’re in the new year, it’s time for an estate plan checkup. Why? First, various exclusion, exemption and deduction amounts are adjusted for inflation and can change from year to year, so it’s a good idea to see if they warrant any updates to your estate plan:
Will Congress revive expired tax breaks?
Many valuable tax breaks expired at the end of 2013. But Congress probably will revive at least some of them, likely retroactively to Jan. 1, 2014. The question is exactly which breaks they’ll extend and when they’ll pass the necessary legislation to do so.
Here are several that may benefit you or your business if extended…
Avoid the year-end vacation-time scramble
Every December are your employees scrambling to use up their vacation time because of limits on what they can roll over to the new year? Or do you allow rollovers and have long-time employees who’ve built up large balances that create a significant liability on your...
IRS: 2014 Pension Plan Limitations
IRS Announces 2014 Pension Plan Limitations; Taxpayers May Contribute up to $17,500 to their 401(k) plans in 2014 IR-2013-86, Oct. 31, 2013 WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension...
Fund Your Retirement and Invest In What You Know Best!
Fund Your Retirement and Invest In What You Know Best! Increase Your Retirement Account Available for Investing by Maximizing Your 2013 Contributions By John “Jack” Kiley, CPA, CISP Partner, MidAtlantic IRA, LLC For retirement plans, the landscape in 2013 will...
2012 IRA Contribution Limits
IRA Contribution limit remains at $ 5,000 for 2012
Recently the Internal Revenue Service announced the 2012 contribution and cost of living increases regarding IRAs and 401k plans. The following can be found on the IRS’s website at www.irs.gov.