The Tax-Saving Power of Investing Within Retirement Accounts
Investing wisely is a key part of building and preserving wealth, but the vehicles through which you invest can have as big an impact on your...
Taxes
How Much Can You Save on Taxes by Investing with a Self-Directed IRA vs. Using Cash?
Investing for your retirement is not just about putting money away for the future; it's also about optimizing your investments in a way that...
Use a Market Downturn to Your Advantage With a Roth Conversion
A market downturn can be a scary time for investors, but it can also be a great opportunity to do a Roth conversion. When the market is down and the...
3 Reasons Folks Love Rocket Dollar Accounts
People take advantage of Rocket Dollar accounts for many reasons. Every investor is in a different financial situation and has unique goals, whether...
Understanding UDFI & UBIT
Did you know that in certain situations, your Self-Directed IRA can incur taxes? While you might be wondering how a retirement account can generate...
The Power Of Tax Deferral
Today I want to talk about a concept specific to the placement of your investment accounts. By placement, I mean whether you own your investments...
Roth Case Study
One of the most common questions we get surrounding IRA contributions is whether they should be Roth or Traditional contributions. While everybody...
How Is Cryptocurrency Taxed?
While the world of cryptocurrencies has exploded in recent years, taxes continue to be a headache for many investors. As governments pay closer...
Tax Liens 101: Everything You Need to Know
Federal tax liens are serious business. The federal government can initiate a tax lien against your property – including real estate, personal...
How To Calculate If You're Saving Enough For Retirement
Think you have enough money saved for a comfortable retirement? If so, you are definitely in the minority. Most of America is woefully unprepared for...
A Minute With Dan: Contributions For 2018 Before Taxes
With the April 15th tax day approaching, a simple and common inquiry is "how much can I contribute to my IRA?" The answer (i.e. options) are: -...
3 Do’s and Don’ts of Self-Directed Solo 401(k) Compliance
As the deadline to file 2018 taxes looms ever closer, it’s important we take a step back and re-examine some of the rules governing self-directed...
Do These 2 Things Before Filing Taxes If You Have A Self-Directed Retirement Account
Tax time is here, and the April 15 deadline will arrive soon. Here's what you need to do to be prepared.