Finance The Essentials of Required Minimum Distributions (RMDs) for SDIRA Owners Learn the basics of required minimum distributions for self-directed IRAs from the Mainstar Trust team, including timing, IRS rules, key terms, and more.
Finance Flee from Prohibited Transactions Learn how to identify and avoid prohibited transactions in your self-directed IRA. Understand disqualified persons, common SDIRA mistakes, and how to protect your retirement savings from costly tax consequences.
Finance Comparing Direct Real Estate vs. REITs in an IRA Compare direct real estate and REITs in a self-directed IRA. Learn about liquidity, diversification, and ownership structures.
Finance The Role of Due Diligence in Alternative Investments: A Step-by-Step Guide for SDIRA Investors Learn how due diligence supports SDIRA investing. Mainstar Trust explains alternative investments, risk factors, research basics, and more.
Finance IRS Form 5498 Provides Important Information Most individuals have filed their 2025 returns by now. But by the beginning of June, individuals with IRAs will usually receive IRS Form 5498—well after the regular tax-filing date.
Finance The Most Common Questions New SDIRA Investors Ask & The Answers You're Looking For New to self-directed IRAs? Mainstar Trust answers common SDIRA questions, including investment options, benefits, and how to get started.
Finance Spring: A Good Time to Attend to Your Self-Directed IRA Whatever your situation, this is a good time of year to consider certain actions that may still affect your 2025 tax situation or that may put you in a better position for 2026.
Finance Retirement Planning for Small Business Owners Using SEP IRAs Learn how SEP IRAs work for small business owners. Mainstar Trust explains contribution limits, tax benefits, and retirement planning basics.