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IRS Regs in self-direction
Investor Awareness Tips
According to the Investment Company Institute, there was $9.4 trillion in IRA accounts on March 31,...Investing in NFTs in an IRA
There is a relatively new asset class clients have inquired about called NFTs. NFTs have been a...Real Estate and UDFI Tax
Unrelated Debt-Financed Income (UDFI) Tax: What Real Estate Investors Need to Know WHAT IS...Utilizing Non-Recourse Loans in Your Self-Directed Retirement Plan
Self-Directed retirement plans grant investors access to a vast number of investment opportunities....Required Minimum Distributions (RMD) in an IRA: The Basics
If you have a Traditional IRA and you are 73, you have a required minimum distribution or RMD. For...Taking on Debt in a Self-Directed IRA
Most people do not realize that an IRA can actually borrow money and take on debt. IRS regulations...Options for Taking An RMD When Your Account is Illiquid
POPULAR BLOG POST 2023 brings changes to the Required Minimum Distribution rules, such as anyone...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...Annual Year-End Tax Planning Tips
It’s time to start thinking about year-end tax planning. This year is coming to a close, and there...Topics
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