Mainstar Trust in the News America's Best IRA Custodians of 2018 Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors.
Saving for Retirement Building Retirement Wealth Through Alternative Investing A successful retirement savings plan involves establishing an appropriate mix of asset allocation. One option for consideration includes alternative investments.
REITs & BDCs Tax Reform Impact on Real Estate Investment Programs The passage of tax reform —the Tax Cuts and Jobs Act of 2017—will undoubtedly reduce the uncertainty that has weighed on commercial real estate investors.
Self Directed IRAs Importance of Keeping Beneficiaries Updated When it comes to planning for wealth transfers, it’s extremely important to review your beneficiaries periodically…especially if you have had children, divorced, or remarried since you first established your retirement account.
Self Directed IRAs Self-Directed IRAs: Challenges and Options A self directed IRA provides opportunities for investors, but what more is there to know? Find out what types of investors are ideal for a self-directed IRA.
Mainstar Trust in the News Mainstar Trust Named as One of America’s Best IRA Custodians for Third Year in a Row Mainstar Trust, formerly known as First Trust Company of Onaga, is excited to announce that it has been named as one of Wealth Advisor’s 2017’s America’s Best IRA Custodians.
Health Savings Accounts How Does an HSA Fit Into a Savings Strategy? Health Savings Accounts (HSAs), which were created to help individuals covered by high deductible health insurance plans (HDHPs) save money to pay for medical expenses that must be paid out-of-pocket before the insurance coverage begins, are playing an increasingly important role in retirement savings strategies.
Resources Self-Directed IRA Interview with Beverly Edwards, Senior VP and Counsel at Mainstar Trust As retirees search for yield and seek to diversify their income, a self-directed IRA offers opportunities to invest in alternatives such as real estate.
Resources One-Rollover-Per-Year Rule Beginning after January 1, 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own.