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).
Saving for Retirement Keep Your Retirement Funds Safe with an IRA Rollover If you’re changing jobs or retiring, you have an important decision to make: what to do with retirement plan savings accumulated from former employers.
Private Placements, Angel Investing GUEST BLOG: IRA-Owned LLC & IRA-Owned Trust: Pros and Cons SDIRA investing financially enables you to pursue investment strategies on your own terms. IRA-Owned legal entities & structures can enhance your SDIRA investing.
Saving for Retirement Solo Employers Can 401(k) Too! As a sole proprietor with no employees you have two options to set up an employer-sponsored retirement savings plan.
Private Placements, Angel Investing GUEST BLOG: Are you an Accredited Investor? There are nuances and legal ramifications you should be aware of as to the definition of an “accredited investor.”
Savings Options for Qualified Education Expenses | Mainstar Trust If you still have time to save, there are various tax-qualified savings options you can use to help pay for higher education.
Resources Roth Conversions If one intends to complete a Roth Conversion in 2018 which requires assets to be re-registered, the request must reach Mainstar Trust before the end of October. A Conversion is not considered complete until the confirmation of re-registration is received from the transfer agent.
Small Business Retirement Plans GUEST BLOG: Retirement Account Options For Small Business Owners Do you run a small business & would like to start saving for retirement while also giving your employees the same chance? Check out our helpful blog.
REITs & BDCs Why Smart Investors Are Thinking Twice About Mobile Home Park Investing With Self Directed IRAs Have you ever wondered why some of the world’s most famous investors (like Warren Buffett and Sam Zell) love investing in the manufactured housing sector?