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Important News from the Secure Act 2.0
The Secure Act 2.0 made sweeping changes to retirement savings plans beginning in 2023. The bill...Investor Awareness Tips
According to the Investment Company Institute, there was $9.4 trillion in IRA accounts on March 31,...Contribution Limit Changes for 2023
Interest rates have been rapidly increasing, reaching a four-decade high as of June 2022. To combat...Midland Creates $10,000 Hurricane Relief Fund
September 28th changed the lives of many residents in Southwest Florida forever. Hurricane Ian, a...Hurricane Ian Tax Relief: Everything You Need to Know
Individuals and businesses impacted by Hurricane Ian now qualify for tax relief. Following the...Three Tips for How to Buy Property in an IRA
Learning how to buy real estate in your IRA can feel overwhelming if you have never done it before....Investing in NFTs in an IRA
There is a relatively new asset class clients have inquired about called NFTs. NFTs have been a...5 Reasons Why I Should Add A Beneficiary
Listing a beneficiary on your IRA costs nothing and will save time and possibly money for your...Understanding Self-Directed IRAs
There are many things in our lives we have no control over. From weather to traffic, to the...Topics
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