Saving for Retirement SECURE ACT SERIES: 72 is the New Age 70½ & Other Changes Affecting Your Retirement Savings Congress passed a law in 2020 that changes some of the IRA and retirement plan rules to make it easier for people to save more.
Private Lending, LLCs & Other Alternative Investments Raising Capital? Work with Mainstar Trust to Get Your Product Pre-Approved On Our Platform We understand that raising assets can be a challenging process for product sponsors. Work with us to get your Private Placement pre-approved on our SDIRA platform.
Self Directed IRAs GUEST BLOG: Tax Efficiency Benefits Gained by Utilizing IRAs for Investing in Early Stage Businesses Seasoned investor, Marcia Dawood, breaks down how to take advantage of the tax efficiencies of Self-Directed IRAs to raise capital and attract investors.
Self Directed IRAs Top 10 Reasons to Open a Self-Directed IRA Diversity is key to both managing investment risk and growing your investments. Yet with most tax-qualified retirement savings vehicles, your investment options are limited to mutual funds, bonds, and ETFs.
Top 10 Things You Should Know About Social Security Almost everyone expects to receive Social Security benefits in retirement. It’s a complex system that depends on workers paying in during their working years to support current retirees’ benefits, as well as disability and survivor benefits. Under the current rules, a variety of factors can affect your benefits.
Private Lending, LLCs & Other Alternative Investments GUEST BLOG: Profits from Paper You may have heard about "notes" before and it sounds great, but how does it actually work? How do you actually make money from buying mortgages?
Charitable Donations Continue Through QCDs Changes to the federal income tax laws make it less likely that taxpayers will itemize deductions, like charitable donations where you must meet certain requirements.
Self Directed IRAs Everything You Should Know About Inherited IRAs Transferring wealth of any kind creates both opportunities and risks for the giver and receiver’s financial plans. Inherited IRAs can be especially confusing to those on the receiving end because the tax laws require that you treat someone else’s retirement savings different from your own.
Self Directed IRAs Everything You Need to Know About Required Minimum Distributions (RMDs) It’s important to understand how the recent law changes affect your IRA. One of the more relevant topics IRA owners should be aware of is a Required Minimum Distribution (RMD).