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Category: Self Directed IRA Concepts
A Self Directed IRA is a powerful retirement account that gives you the freedom to invest in assets you want and understand. Learn everything from the basics to more complex topics about Self Directed IRAs so you can take control of your investing and maximize your retirement savings.
Self-Directed Roth IRAs and the 5-Year Rule
The Roth IRA is a popular choice for self-directed investors due to the nature of alternative assets. A Self-Directed Roth IRA account allows investors to avoid tax liability on potentially large profits, as well as avoid RMDs in assets where the process may prove administratively challenging. However, there are some regulations unique to the Roth IRA and these apply in self-directed situations as well. One of […]
Read More5 Common Self Directed IRA Mistakes To Avoid
Let’s admit it, learning how to plan for retirement is a process. It is not a topic that we are taught in school and so we must conduct our own research to educate ourselves. On top of that, since Self Directed IRAs are so unique, as many common brokerages do not even offer them, it takes […]
Read MoreIRA Basics – Everything the IRS Wants You to Know
Are you new to retirement investing? Like everything that has to do with finances and the government, it can get complicated. The ideas are new, the account possibilities are seemingly endless, and there’s a ton of new terminology to learn. Don’t worry! By learning a few basic concepts and definitions, you’ll be able to speak intelligently about […]
Read MoreWhat is a Self-Directed IRA? (Video)
In today’s video, Emily Egan, Client Support Specialist at Madison Trust Company, teaches us all about the basics of the Self-Directed IRA and how you can use it as a tool to invest in your retirement! What is a self-directed IRA? A Self-Directed IRA is like any other retirement account. You contribute funds, choose assets, […]
Read MoreWhat Investors Should Know When Investing in Alternative Assets
This week we’re privileged to share the first part of our interview with Dr. Kevin R. Mirabile, C.P.A, D.P.S. About Professor Kevin R. Mirabile, C.P.A., D.P.S.: Dr. Mirabile is a Clinical Associate Professor of Finance at Fordham University. Prior to becoming an academic, he held senior executive positions at Morgan Stanley and Barclays Capital in banking, trading, and asset management. Dr. Mirabile is the author of several […]
Read More2021 Tax Guide to Required Minimum Distributions
In the last year, there have been several rule changes to retirement plans. Many of these changes have been established to provide economic relief for those affected by the coronavirus. To make it easier for taxpayers, the IRS recently published a list of the most relevant ones. Here’s the breakdown: New RMD Age – Owners […]
Read MoreIt’s a Good Day for a Roth IRA
There are two types of Self Directed IRAs: Traditional and Roth. Both give you the opportunity to buy, sell, or trade assets without incurring a capital gains tax. Being Self Directed, they also both offer the freedom to invest in alternatives (such as real estate) that may provide a more stable revenue stream than the volatile stock market. However, there are […]
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