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It’s Not Too Late to Recharacterize Your 2017 Roth Conversion

As a result of the Tax Cuts and Jobs Act, signed into law on December 22, 2017, recharacterizations of conversions will soon be a thing of the past. But you have one option left within the next few weeks. You have until October 15, 2018, to recharacterize your 2017 Roth IRA conversion. Previously, you could […]

Beware of ICO and Cryptocurrency Investment Scams

As regulators continue to learn more about the new digital asset class, they are cracking down on scam artists. For instance, in February, the Commodity Futures Trading Commission (CFTC) released a two-page circular warning against virtual currency scams. The CFTC warned investors about sales pitches touting “IRS-approved” or “IRA-approved” cryptocurrency accounts—just in time for tax […]

The Difference Between IRA Contribution Eligibility and Deductibility

IRA custodians like Kingdom Trust aren’t required to determine whether an IRA contribution can be deducted. Likewise, IRA custodians aren’t responsible for tracking IRA deductions. And while, yes, these areas should be discussed with your tax professional, Kingdom Trust is here to help, too. For starters, we can help IRA holders avoid confusing contribution eligibility […]

The Official End of the DOL Fiduciary Rule

Since 2016, the investing industry has anticipated a vastly different post-Department of Labor (DOL) Fiduciary Rule world than that which came before. However, and as we’ve reported, the regulations and guidance have been met with confusion, delay and conflict. Recent attempts to save the Fiduciary Rule, in fact, all failed. And last month, the Fifth […]

Digital Asset Security

Usually, a handful of topics rise to the top in any discussion of digital asset custody. It’s inevitable that security concerns and questions will come up at any conference, seminar or event Kingdom Trust attends. Potential and current crypto investors rightfully want to know how Kingdom Trust’s custody solutions address those key areas. So, let’s […]

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