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The CARES Act

Currently the world is attempting to maintain, control and defeat COVID-19 which is the official name for a new version of the Corona virus. The…

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2019 Contribution Extension

Does the IRS now give me more time to contribute money to my IRA for 2019? Yes. Contributions can be made to your IRA, for…

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Taking RMDs from your Self-Directed IRA

How do you avoid having to take Required Minimum Distributions (RMD’s)? You can’t. But, you might get to wait longer before you have to take…

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New RMD Limits

New Year, new rules.  Congress has passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) which became effective January 1, 2020. It…

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Elimination of the Stretch IRA

What is a Stretch IRA? The term refers to your beneficiaries taking Required Minimum Distributions (RMD’s) from an Inherited IRA or 401k over extended periods…

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Qualified Charitable Distributions vs. Required Minimum Distributions

Some people grumble about having to take their annual Required Minimum Distributions (RMDs).  A required minimum distribution (RMD) is the amount of money that must…

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Save More in 2020!

NEW CONTRIBUTION LIMITS ANNOUNCED The Internal Revenue Service announced that employees in 401(k) plans can contribute up to $19,500 next year starting in 2020. This…

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Maximizing Your Retirement Savings

How can you squirrel-away the most retirement savings?  If you’re self-employed you can do this easily with a SEP Plan.  First available in 1979, the…

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How uDirect IRA Services Makes Your Investing Experience...

When it comes to Self-Directing your retirement funds you want great service and reasonable fees.  We have many people switch their IRA accounts from other…

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Three Things to Understand About Your IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical…

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