Self-Directed IRA Minimize Taxes on Large Accounts
You’ve worked hard. You’ve saved a lot of money, made sacrifices and deferred consumption. And you have been diligent, skilled and yes, lucky, when it comes to making investment decisions […]
Author Archive for: JimHitt
Entries by Jim Hitt
Self-Directed IRA Update: The Fiduciary Rule
This week, the Treasury Department is expected to release a series of new rules that could affect how securities and other investments are sold – whether in or out of […]
Interested in a Self-Directed IRA -Ask Your Advisor These Key Questions
Many of our clients come to a Self-Directed IRA relatively late in life, after they have been investing for a while. Only after spending a number of years in the […]
Self-Directed IRA -Can Help Protect Your Retirement In Case of a Market Crash
In the long run, stocks have a comparatively high return on investment. But that’s compared to bonds and CDs and other less volatile asset classes. One of the advantages of […]
Self-Directed IRA -Can I Self-Direct an Inherited IRA?
Yes, you can use Self-Directed IRA strategies using inherited IRA assets. This means that even if you inherit a very conventionally-invested IRA full of mutual funds, stocks, money markets, bonds […]
Real Estate IRA Owners Report: Southland Dominates Top Markets To Watch
Pricewaterhouse Coopers has released its 2016 Emerging Trends in Real Estate report, and as expected, our clients in a Real Estate IRA have some good markets to choose from. Encouragingly, […]
Self-Directed IRA Owner’s Guide to Tax on Social Security Benefits
Many Self-Directed IRA investors reach retirement age, begin taking Social Security Benefits and IRA distributions, file their taxes, and get a nasty surprise: Up to 50 percent of their Social […]
Self-Directed IRA -Beware of ‘Indirect Benefits’ In Investing
Self-Directed IRA investing has tremendous advantages for the right investors: It allows you to concentrate your efforts in market niches and asset classes where you have the most expertise; it […]
Self-Directed IRA Investors Need More Than Just Withdrawals As A Strategy
According to research from Plan Sponsor magazine, 56 percent of us don’t have any kind of retirement income strategy. Of those that do, most of them simply expect to withdraw […]
Inherited Self-Directed IRA -Make Sure Your Heirs Know What To Do With It
Many of our clients have done extremely well with their Self-Directed IRA. They have a combination of experience, skill and knowledge that allows them to invest with their Self-Directed IRA […]