Author: Kaaren Hall

Investing in short-term rentals through a self-directed IRA (SDIRA) has gained traction as an effective strategy for generating significant income while diversifying retirement portfolios. This…

Introduction In a world where financial stability and independence are increasingly important, planning for retirement might not be the first thing on your mind. However,…

Treasury Update on SECURE 2.0 Guidance Projects: Key Takeaways from Helen Morrison’s Speech On June 4, 2024, Helen Morrison, Benefits Tax Council at the U.S.…

Investing for your future does not have to mean restricting yourself to market-correlated assets. In fact, you can explore self directed ira investing trends beyond…

Enhancing Understanding of 401(k) Distribution Options: Insights from GAO’s Latest Report In a recent report published on May 22, 2024, the Government Accountability Office (GAO)…

Borrow from a 401(k) plan?  Yes!  You can borrow funds from a 401(k) for personal use! A 401(k) is a retirement savings plan sponsored by…

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…

The Consequences of Prohibited Transactions in an IRA Individual Retirement Accounts (IRAs) offer tax advantages for retirement savings, but they come with rules. Engaging in…

Real Estate Private Credit — a Timely Strategy for Your SDIRA Dollars Investing in real estate private credit through a self-directed IRA can be a…

In the evolving landscape of retirement planning, savvy investors are increasingly turning to self-directed Individual Retirement Accounts (SDIRAs) as a means to diversify their portfolios…

Retirement Income Solutions: Achieving Financial Freedom with Tax-Efficient Investing Retirement income solutions are a critical component of a sound financial plan. For those looking to…

Navigating Tax Forms for Your IRA: What You Need to Know Managing your Individual Retirement Account (IRA) involves more than just contributions and withdrawals.  Managing…

Tax-Deferred Growth: Maximizing Your Retirement Savings with Self-Directed IRAs Introduction When planning for retirement, one of the most powerful strategies you can leverage is tax-deferred…

IRA 60-Day Rule Exceptions The IRS allows waivers for the 60-day rollover requirement if unforeseen circumstances caused the missed deadline, granting additional time for rollover…

In today’s fast-paced and unpredictable world, financial stability is a cornerstone of well-being. Yet, for many Americans, the prospect of facing a sudden financial emergency…

As we step into the future, women are poised to play a significant role in the landscape of retirement. With shifting demographics and evolving societal…

Investors seek to safeguard their retirement savings against market volatility and inflation.  As a result, the appeal of alternative assets within Individual Retirement Accounts (IRAs)…

Introduction: In recent years, significant changes have reshaped the landscape of inherited Individual Retirement Accounts (IRAs) and defined contribution plans. The implementation of the Setting…

So you received an IRS Form 5498 in the mail.  You may be wondering what exactly it means? Don’t worry; you’re not alone. Form 5498,…

In the dynamic realm of personal finance, a trend is emerging.  That trend is the burgeoning preference of younger investors for Roth Individual Retirement Accounts…