Introduction The private lending industry faces significant challenges, particularly due to market fluctuations that impact lending decisions. Additionally, the pursuit of knowledge and networking opportunities…
Do you have a self-directed retirement account? If so, you might have heard about the term “prohibited transaction.” These are certain transactions that are not…
Investing Your IRA Savings into Rental Real Estate Investing your IRA savings into rental real estate can be a lucrative way to diversify your retirement…
The Department of the Treasury and the Internal Revenue Service (IRS) recently released Notice 2024-55, offering new guidance on the SECURE 2.0 Act. This notice,…
As you navigate the challenging waters of a rising cost of living, saving for the future can seem daunting. Despite the financial squeeze affecting their…
Using Seller Financing When Buying Real Estate with a Self-Directed IRA Investing in real estate through a self-directed IRA (SDIRA) provides significant flexibility and tax…
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…
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