Jun 15, 2022 | Retirement, Self Directed IRA
Accounting Today article by Michael Cohn Three-quarters of Americans are worried about having enough money for retirement, according to a new survey that found three out of 10 Americans are not saving for later years. However, 69 percent of the 2,286 adults surveyed...
Jun 4, 2022 | 401k, Asset Protection, IRA and 401K Business Financing, Self Directed IRA
If you have a will — and you should have one — you may have executed it after years of putting it off. You’ve paid your attorney a lot of money and given serious consideration to make the right choices and ensure that the will is air-tight. Finally your will is...
Dec 14, 2021 | Self Directed IRA
What is a qualified charitable distribution? Generally, a qualified charitable distribution is an otherwise taxable distribution from an IRA (other than an ongoing SEP or SIMPLE IRA) owned by an individual who is age 70½ or over that is paid directly from the IRA to a...
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