Required Minimum Distribution Rules

required minimum distribution

Now that 2019 is winding down, it’s important to make sure your financial matters are taken care of.  One of the most important ones to remember if you are at least age 70 1/2, is your required minimum distribution or RMD.  This is the amount that the IRS requires you to withdraw from most retirement […]

Solo 401k Year-End Tips for 2019

Solo 401k Year-End Tips

Now that we’ve reached December, it’s time for some Solo 401k Year-End Tips.  There are several things you must do before the end of 2019.  In the following, we’ll talk about these items, so you’re not left in the cold.  It’s essential to make sure your Solo 401k is in order going into the new […]

The Most Important IRA Rules You Should Know

important IRA rules

In general, IRAs and other retirement plans are not overly complicated to use.  However, there are several important IRA rules you should be aware of.  This is especially true for Self-Directed IRAs.  Failure to follow the rules may disqualify your plan.  Thus, all funds and investments held by your Self-Directed IRA will be distributed to […]

The Self-Directed IRA – Traditional IRA

Traditional IRA

The Traditional IRA is the retirement account most Americans know about. A self-directed IRA, on the other hand, is like a traditional IRA, but with more investment opportunities. Self-direct your traditional IRA today.