IRA Basics
How to Transfer my IRA to IRA Financial?
It’s super easy to transfer your IRA to IRA Financial and set up a new Self-Directed IRA and enjoy the freedom to invest in whatever you want
May 18, 2022
IRA Basics
Are IRA Custodian Fees Tax Deductible?
IRA Custodian Fees exist with an IRA. These fees are usually tax-deductible. Learn about all the IRA Custodian fees, like investment management fees.
May 11, 2022
IRA Basics
In-Kind IRA Distributions and Conversions
One can take in-kind IRA distributions of any asset held with the plan, or convert those assets from pretax to Roth.
April 28, 2022
401(k) Basics
On the Importance of Beneficiary Forms
It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
March 29, 2022
Self-Directed IRA
Beginner’s Guide to Alternative Investments
Review our beginner’s guide to alternative investments and how to purchase them tax-free or tax-deferred with a Self-Directed IRA.
January 7, 2022
Self-Directed IRA
Beginner’s Guide to Self-Directed IRA
Beginners Guide to Self-Directed IRA If you’re starting to learn about a Self-Directed IRA (SDIRA), begin by understanding what it entails. Foremost, a Self-Directed IRA,
December 29, 2021
401(k) Basics
U.S. Retirement System – Start Early, Be Consistent, & Trust the Process
Saving for retirement is important to your future financial health. IRA Financial reveals the secret to the system.
September 20, 2021
401(k) Basics
Compound Interest And Retirement
Compound interest has been cited as one of the wonders of the world, and with its power to increase your earnings, it’s easy to see why.
May 26, 2021
401(k) Basics
Compounding – What is it and How Does it Work?
Compounding interest is the process in which an asset’s earnings are reinvested to generate additional earnings over time.
March 26, 2019
IRA Basics
Can I Convert a Traditional IRA to a Roth IRA?
Beginning in 2010, the modified Adjusted Gross Income (“AGI”) and filing status requirements for a Roth conversion from a traditional IRA were eliminated. Below are
May 8, 2018
