June 22, 2026
IRS Private Letter Ruling Offers Insight on Inherited IRAs Passing Through an Estate The IRS recently released Private Letter Ruling 202624001, which addresses the treatment of an inherited IRA under Internal Revenue Code sections 408 and 401(a)(9). While the ruling is not necessarily groundbreaking, it is still worth discussing because…
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December 1, 2020
How do you foresee your retirement? Who could have foreseen the way 2020 has gone so far? We must plan, even for the unexpected, and that is what we help…
November 13, 2020
Updated 01/26/2023 For self-employed individuals, SEP IRA and Solo 401k accounts are both popular business retirement plans. You will find that these retirement plans are set up under different sections…
November 5, 2020
Is saving for the future important to you? Then this will interest you! The IRS has issued Notice 2020-79, which contains the annual update on retirement savings contribution limits. 2021 Changes…
November 2, 2020
The SEP IRA and Solo 401k are both business retirement plans. We will take a look here at how the plans differ. For example, these plans are set up under…
October 1, 2020
Accredited Investor Status Are you “Accredited”? Accredited Investor is a term used by the Securities and Exchange Commission (SEC) to describe investors who are financially sophisticated. It is felt they…
September 25, 2020
What’s new for Roth IRA RMDs? Trying to figure out the changes in retirement accounts for 2020? For instance, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act,…
August 12, 2020
Does your IRA have a loan out on real estate? Making a secured home loan from your Self-Directed IRA can be a great way to grow your retirement account. However,…
August 11, 2020
In the court case "Rollins v. Commissioner" the court ruled, based on the facts and circumstances that the taxpayer was engaging in prohibited transactions that were the result of his…
July 21, 2020
There are several big pluses to investing in a precious metals IRA that many people point to. Positives: One reason people choose a precious metals IRA is because metals are a physical commodity. If…
July 15, 2020
Planning to retire? If you are asking, “how do I retire?”, you are not alone. 20.7 million people are expected to reach retirement age in 2020. According to this survey…
July 8, 2020
Becoming a hard money lender is one way to grow your IRA. Promissory Notes, both secured and unsecured, are extremely popular with investors as an option for their IRA. Investing…
July 1, 2020
Your need to take a 2020 RMD is waived Earlier this year the CARES Act was signed into law. One of the benefits of this Act was the elimination for…
