A Tax-Smart Way to Give – QCD
Harnessing the Power of Qualified Charitable Distributions (QCDs) If you’re 70½ or older, Qualified Charitable Distributions (QCDs) provide a unique opportunity to fulfill your philanthropic…
Year-End Tips for Self-Directed IRA Investors
As 2024 comes to a close, self-directed IRA investors face several important deadlines that could impact their retirement savings and tax strategies. From required minimum…
Estimated 2025 IRA Contribution Limits
The world of retirement savings is continuously evolving, and 2025 is set to bring new changes to contribution limits across various retirement accounts. This includes…
What to Expect from a Self-Directed Account Provider
What to Expect from a Self-Directed Account Provider Investing with a Self-Directed IRA (SDIRA) can be an empowering way to take control of your financial…
How Senate Hearing Impacts IRA Savers
The Senate Health, Education, Labor, and Pensions Committee (Senate HELP Committee) convened on February 28, 2024, for a critical hearing titled, “Taking a Serious Look…
Multifamily Properties with Self-Directed Retirement Accounts
In today’s dynamic investment landscape, individuals are increasingly seeking avenues to diversify their retirement portfolios beyond the stock market. One promising avenue gaining traction is…
Investing in Property with Your Self-Directed IRA
Investing in real estate has always been a popular choice for those looking to build wealth, and for some, utilizing their self-directed IRA presents a…
