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?
What is a “Prohibited Transaction”? A “prohibited transaction” is the improper use of an IRA investment by the IRA owner or certain related parties. The prohibited transaction rules are designed to ensure that the tax advantages provided by IRAs are producing retirement savings—not benefitting IRA owners’ shorter-term investment strategies.
Self Directed IRAs Spice Up Your Investment Portfolio with a Self-Directed IRA If retirement savings accounts were a buffet, most of them would receive nothing but one-star reviews on Yelp for poor quality and a lack of variety. Why?
Self Directed IRAs What's the Value of Your IRA? Do you have hard-to-value IRA investments? Stay on top of valuing your IRA investments with Mainstar Trust.
Self Directed IRAs VIDEO: Why Self-Directed IRA Investors Love Self-Storage Investors are taking their future in their own hands with Self-Directed IRAs. Learn more about alternative investments with Mainstar Trust!
Saving for Retirement Retirement Savings and IRA Trends: How Are You Saving for Your Retirement? There are several approaches to saving for retirement. Get insights about retirement savings and IRAs from Mainstar Trust.
Self Directed IRAs Transferring IRA Assets in a Divorce IRA assets are often a hotly contested financial asset in a divorce, especially when a self-directed IRA contains alternative investments with the potential for significant future returns. It’s important to understand the rules for transferring ownership of IRA assets in a divorce to avoid unnecessary tax and penalties.