Category Archives: IRA Education
4 Things You Need to Know Before Tax Day 2020
We’re approaching Tax Day 2020 very quickly. While most have already completed their tax return, others will do so within the next month. It’s important to understand how Tax Day could impact your retirement savings. Here are a few items you may want to add to your tax prep checklist. 1. Max out 401(k) and […]
Do You Know the Differences Between Transfers, Rollovers and Contributions?
When saving for retirement, it’s important to fully understand the type of account you hold and the options you have in order to properly move funds into your account. Do you want to move your retirement savings into a self-directed IRA? If you are unsure about the process, this article provides a brief description of […]
Year-End Reminders for Real Estate Investments
Before heading into the new year, it’s important to conduct a review of your finances and investments. Many real estate investors have year-end expenses to check off their list. Do you have expenses that are due by December 31st? Here are several year-end reminders to consider. Common Real Estate IRA Expenses HomeOwners Association (HOA) Business […]