Investment income in a self-directed IRA is supposed to be 100% tax deferred or tax free depending on the type of retirement account you invest with, right? Surprisingly, that is…
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Whether the auction is live or online, the goal is still the same – acquire the real estate at a fraction of the price. Once you have identified and completed…
I recently inherited an IRA. What does this mean? If you inherit an IRA you are considered the beneficiary. A beneficiary is any person or entity whom the account owner…
Let’s be truthful, when was the last time you looked at the financial statement associated with your retirement account? If you’re like most people, you probably throw it in the…
Retirement accounts can be used for charitable giving. Find out how! A qualified charitable distribution (QCD) is generally a nontaxable distribution made directly by the Custodian of your IRA to…
What exactly is the new Fiduciary Rule and how does it affect you as an investor? What about your self-directed IRA? As Custodian for self-directed IRAs Preferred Trust Company does…
Does tax season have you feeling under the weather? The simple cure may be an IRA Contribution. If it’s springtime, then there are two things that are certain – allergies…