Finance Understanding UBIT & UDFI: Taxes That Can Affect Your SDIRA Investments Learn how UBIT and UDFI taxes may affect self-directed IRA investments. Mainstar Trust explains the basics of these IRS rules for SDIRA account owners.
Finance When a Postmark Isn’t What It Used to Be: What IRA Account Holders Should Know This Tax Season Learn how new USPS postmark rules may impact IRA deadlines this tax season. Mainstar Trust explains what account owners need to know.
Finance Is a Real Estate IRA Right for You? Key Questions to Ask Before Investing Learn key questions to ask before using a self‑directed IRA for real estate investing. Mainstar Trust explains the basics and IRS considerations.
Finance How a Self-Directed IRA Gets Funded: Transfers, Rollovers, and Contributions Explained Learn how to fund a Self-Directed IRA through transfers, rollovers, and contributions. Mainstar Trust explains the basics to help you get started.
Finance IRS Announces 2026 Cost-of-Living Adjustments for Retirement Savings Explore the IRS 2026 cost-of-living adjustments for IRAs and retirement plans. Learn about new contribution limits and income thresholds for the upcoming tax year.
Finance How to Diversify Your Portfolio with a Self-Directed IRA Learn how a self-directed IRA can support diversification across asset classes, real estate, fixed income, and more. Explore broader options with Mainstar Trust.
Finance Can You Have Both an IRA and 401(k)? Explore how Mainstar Trust can support your retirement goals with your IRA account. Understand limits, tax rules, contribution options, and more.
Finance How to Invest in Limited Partnerships: Understanding the Nuances Explore limited partnerships using a self-directed IRA. Learn about tax benefits, liability, and what to know before investing.
Finance Year End IRA Ideas As year end approaches, we can be sure of several things: shorter days, cooler weather, and IRS cost-of-living adjustments (COLAs) coming out late again. But while we wait for COLAs in order to plan for 2026 retirement savings, we can still take some important steps in 2025.