Investor Education

Inheriting an IRA holding real estate involves navigating tax implications, distribution options, and property assessment. Learn more about managing your inherited asset.

Navigating IRA distributions and reporting is crucial during tax season. Learn how to ensure accuracy and streamline your filing process this year.

Last year’s inflation rates caused much higher than usual cost-of-living adjustments (COLAs) for retirement plans. Learn how to plan for your 2024 savings.

A self-directed IRA offers investors more flexibility and control in investments compared to traditional IRAs, but you be aware of the IRS rules regarding prohibited transactions before making the investment.

Real estate investing can be an effective strategy to build retirement wealth. Learn the key differences between different types of loans before you begin investing. 

Identifying and calculating UBTI/UDFI is complex. You may want to seek the assistance of a tax advisor if you are investing in an alternative investment that might generate UBTI or UDFI. 

While you can have both an IRA and a 401(k) plan, saving in multiple accounts may affect the tax benefits available to you. Learn the pros and cons to make educated decisions.

To ensure benefits of a self-directed IRA are preserved, proper tracking of contributions and withdrawals is crucial. Learn the basic rules for self-directed IRA tax reporting.

We have curated a detailed article to explain everything you need to know about IRAs and rental properties, including the benefits, if it's enough to fund your retirement, and how to get started. Learn more to educate yourself about real estate investing through your IRA.