Finance Can You Convert an Inherited IRA to a Roth IRA? Pros, Cons, and Restrictions Can you convert an inherited IRA to a Roth IRA? Learn the rules, restrictions, tax considerations, and key exceptions with Mainstar Trust.
Finance Special IRA Issues Are Worth a Second Look Discover key IRA details worth reviewing before year-end, from beneficiary designations and powers of attorney to asset planning and QCDs.
Finance Why Custodians Matter: The Differences Between SDIRA Administrators Learn how SDIRA custodians, administrators, and facilitators differ and what to consider when comparing providers with Mainstar Trust.
Finance Avoid the Year-End Rush Prepare your self-directed IRA for year end with tips on RMDs, asset valuations, Roth conversions, contributions, beneficiaries, and key deadlines.
Finance The Essentials of Required Minimum Distributions (RMDs) for SDIRA Owners Learn the basics of required minimum distributions for self-directed IRAs from the Mainstar Trust team, including timing, IRS rules, key terms, and more.
Finance Flee from Prohibited Transactions Learn how to identify and avoid prohibited transactions in your self-directed IRA. Understand disqualified persons, common SDIRA mistakes, and how to protect your retirement savings from costly tax consequences.
Finance Comparing Direct Real Estate vs. REITs in an IRA Compare direct real estate and REITs in a self-directed IRA. Learn about liquidity, diversification, and ownership structures.
Finance The Role of Due Diligence in Alternative Investments: A Step-by-Step Guide for SDIRA Investors Learn how due diligence supports SDIRA investing. Mainstar Trust explains alternative investments, risk factors, research basics, and more.