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Minimize Your Tax Bill When Selling a Highly Appreciated Home

Minimize Your Tax Bill When Selling a Highly Appreciated Home

The exclusion of capital gains on the sale of personal residences…
Self-Directed IRA Custodian

How to Choose the Right Self-Directed IRA Plan

If you are ready for retirement investing, what is the next step?…
Prohibited Transactions

How to Steer Clear of Prohibited Transactions in a Self-Directed IRA

Using a Self-Directed IRA gives you a lot of freedom. It gives…
Self-Directed Checkbook IRA

The Best Self-Directed IRA Accounts for Budgetary Flexibility

Before COVID-19 hit, many Americans were already hurting. In…
A List of Your Self-Directed IRA Investment Options

A List of Your Self-Directed IRA Investment Options

When you direct your own IRA, what can you then invest in? The…
Self-Directed IRA

What You Need to Know About a Brokerage Account for Self-Directed IRAs

When you hear about Self-Directed IRAs, it’s typically with…
Self-Directed IRA

How Retirement Investors Can Use a Self-Directed IRA to Decrease Risk Exposure

It is something every retirement investor has to deal with: risk.…
Self-Directed IRA

A Guide to Funding a Self-Directed IRA with Previously Existing Retirement Funds

So, you have done your research. You know that a Self-Directed…
Self-Directed IRA

Diversification: How to Use a Self-Directed IRA for Multiple Asset Classes

“Diversify.” You have heard the advice over and over again.…
ERISA

An ERISA Primer – What You Need to Know About ERISA Retirement Plans

ERISA stands for “Employee Retirement Income Security Act of…