Category: How To

5 Tips How To Reduce Your Tax Bill By Saving For Retirement

Posted on: April 21, 2021   |   Category: How To

Saving for retirement not only creates wealth for your future self, but it can also qualify you for tax breaks today. With the tax deadline extended until May 17, 2021 there is still some time to lower the amount of income tax owed this year. Here’s 5 tips on how to reduce your tax bill […]

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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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