Contributing to an HSA Contributing to a Health Savings Account (HSA) is usually a financially smart move. In addition to helping you save for medical expenses that must be paid out-of-pocket before your high deductible health insurance plan (HDHP) coverage kicks in, HSAs offer a triple tax benefit.
Private Lending, LLCs & Other Alternative Investments VIDEO: IRA Asset Protection With an LLC Experts discuss the importance of guarding your self-directed IRA assets using an IRA LLC.
Self Directed IRAs Why Convert to a Roth IRA? Mainstar Trust, an innovative leader in specialized retirement custodial services, outlines why you should consider converting to a Roth IRA.
Rethink Your Charitable Donations Explore new giving strategies, including donations made directly from their IRAs through Qualified Charitable Distributions.
Building Your Retirement with Seller Financed Notes An experienced professional and veteran in the Seller Financed Note Industry since 1991 shares insights to help build your retirement.
Self Directed IRAs Maximizing IRA Contributions: The Strategic Advantage of Recharacterization What if you could invest your money in a SDIRA now & then choose your tax benefit when you know which type of contribution would best suit your financial situation?
REITs & BDCs The Trend is Your Friend Currently, we are in the midst of one of the longest stock-market runs ever with many experts predicting that an economic downturn is long overdue.
Self Directed IRAs A Break-Up: Conversions and Recharacterizations Before 2018, self-directed IRA owners could choose to recharacterize or undo a conversion to their self-directed Roth IRA, up until their income tax-filing deadline for the year.
Private Lending, LLCs & Other Alternative Investments Benefits of Using an LLC with a Self-Directed IRA The process of using a Self-Directed IRA to buy non-traditional or alternative investment assets can be confusing and seem restrictive. One of the ways to simplify the process is by utilizing an LLC to make your investments.