Self-Directed IRA
Benefits of a Roth IRA Conversion
What is a Roth IRA Conversion? A Roth IRA conversion is generally the process of converting a 401(k) plan or Traditional IRA to a Roth
September 18, 2023
Roth IRA
The Case for the Self-Directed Roth IRA vs. Life Insurance
Self-Directed Roth IRA vs. life insurance? Ideally, one would utilize both for estate planning, but you can argue that the Roth is the better option.
September 13, 2023
Roth IRA
Can I Contribute to a Traditional IRA and Roth IRA in the Same Year?
Contributions can made to both a traditional as well as a Roth IRA in a given year – it’s up to you to decide which one to choose.
August 28, 2023
Roth IRA
Traditional vs. Roth IRA – Which is Right for You?
Traditional vs. Roth IRA: which is better? Learn more about rules, withdrawals and more info on both Individual Retirement Accounts (IRAs).
August 21, 2023
Roth IRA
Can I Convert My Traditional IRA to Roth if I’m Retired?
Even if you are retired, you can convert a traditional IRA to Roth, but does it make sense? That depends on your unique situation.
July 24, 2023
Roth IRA
The Roth IRA Five-Year Rule Explained
The Roth IRA five-year rule was set by the IRS so that taxpayers could not skirt the distribution benefits of the plan; learn how to properly navigate them.
June 23, 2023
Roth IRA
How to Use a Roth IRA to Sell Your Start-Up Stock Tax Free
Investing in start-up stock with a Roth IRA is a low-risk, high-reward proposition that could lead to huge tax-free distributions during retirement.
May 15, 2023
Roth IRA
Can I Directly Contribute to a Roth IRA?
The Roth IRA is arguably the best legal tax shelter available to taxpayers, however not everyone can directly contribute to a Roth IRA. We’ll explain.
May 12, 2023
Real Estate
Tax-Free Real Estate Carried Interest Strategy
For real estate fund managers, taking advantage of the preferential tax treatment for carried interest has always been crucial, especially if one uses a Roth IRA.
May 9, 2023
IRA Rules & Regulations
SECURE Act 2.0 & New SEP Roth IRA Contributions
SECURE Act 2.0 give small business owners the option to make SEP Roth IRA contributions starting in 2023.
April 20, 2023
