2021 Tax Tips From The IRS

Posted on: February 22, 2021   |   Category: In The News

The IRS has made a big push in recent years to become a more consumer friendly organization. Their website now offers a plethora of practical and easy-to-read articles, and some of the information there can really help tax payers in the long run. If you’re interested in seeing some of the latest developments, you can […]

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How To Invest in Precious Metals with a Gold IRA

Posted on: January 27, 2021   |   Category: How To

Gold hit a new record in 2020. Riding a wave of financial turbulence, it reached $2,000 and is now sitting at $1,850. Due to these numbers, many investors have been looking at gold as a valuable alternative asset, especially as a hedge against the market. For those investing their retirement funds, this means opening a Gold IRA.   What is a Gold IRA?   Standard […]

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Can I Manage a Rental Property in my Self Directed IRA?

Posted on: December 23, 2020   |   Category: Real Estate

Most investors know you can invest in stocks, bonds, and mutual funds with an IRA. What some investors are unaware of is that your IRA funds can also invest in alternative assets outside of Wall Street. The most common alternative asset purchased is real estate, with some of the wealthiest individuals making it an integral […]

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5 Money Moves for Investors to Make Before Year-End

Posted on: December 16, 2020   |   Category: In The News

Let’s face it, this year has been tough both financially and mentally. To end the year on a high note, investors should perform a little portfolio management. Here are five of the best money moves to make before the end of 2020.    Maximize Your Retirement Contributions Why is maximizing your retirement contributions important?   Tax-Advantages – 401(k) and […]

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What Does a Biden Win Mean for Your Retirement?

Posted on: November 23, 2020   |   Category: In The News

After an election season like no other, Joe Biden has been voted in as the next President of the United States. Whether or not you’re happy with the results, having a new president leads to many questions. What changes will a new president make to public policy? Should I invest differently based on these changes? How will these changes affect my daily life […]

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7 Retirement Planning Mistakes to Avoid during Coronavirus

Posted on: November 6, 2020   |   Category: In The News

Covid-19 has caused many disruptions in our lives. You may feel overwhelmed while working from home, checking the stock market, and disinfecting everything in sight. However, despite all of the new changes and unknowns, now is not the time to lose sight of your financial goals.   Here are seven retirement planning mistakes to avoid during Coronavirus: Mistake #1: Not Revisiting your Budget   The […]

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How To File Tax Forms for a Self Directed IRA

Posted on: October 28, 2020   |   Category: How To

‍ Investing with a Self Directed IRA comes with several responsibilities. One important task all IRA accountholders must perform is filing tax forms. The good news is that you’re not alone. Madison will be submitting some of the forms, and can help keep you informed with the rest. Below is a break-down of what needs to be reported and how to file tax forms […]

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How To Purchase Real Estate with a Self Directed IRA

Posted on: October 19, 2020   |   Category: How To

Real estate continues to be a popular topic. From house flipping television shows to your friend renting out an apartment, and on to a young couple moving into a house next door. This prevalence has led to real estate becoming one of the most popular alternative investments. Are you looking to get in on the action? Let’s explore how to purchase real […]

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How To Invest in a Startup with a Self Directed IRA

Posted on: September 29, 2020   |   Category: How To

There are millions of startup companies in the world. Many have the high hopes of being the next Facebook, SpaceX, or Airbnb. Unfortunately, most startups are not as successful as these companies. The reality is that most startups do not have enough funds to finance their company. Many founders turn to family and friends, venture capitalists, and angel investors to […]

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It’s a Good Day for a Roth IRA

Posted on: September 17, 2020   |   Category: How To

There are two types of Self Directed IRAs: Traditional and Roth. Both give you the opportunity to buy, sell, or trade assets without incurring a capital gains tax. Being Self Directed, they also both offer the freedom to invest in alternatives (such as real estate) that may provide a more stable revenue stream than the volatile stock market.   However, there are […]

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