If you contribute to your 401K account, you may still contribute to a Roth IRA and/or a traditional IRA, as long as you meet the IRA’s eligibility requirements. However, if you wish to contribute to a traditional IRA and take a tax deduction for that contribution, depending on your income, your contribution to your employer’s […]
Category: Self-Directed IRA
Start Rolling Over Your 401K to an IRA
When it comes to a 401K, you can take it with you from job to job, and in fact, you should, and it should be in the form of a 401K rollover. But making the most of the money you’ve built up means performing the rollover correctly. Here’s the four-step process for how to rollover […]
Self-Directed IRA Rollover Terminology Broken Down
Rollovers are the most common way to transfer funds within retirement accounts. Transfers and rollovers are transactions that allows for the movement of assets between IRAs and 401K plans. Let’s go over the basic terminology. Direct Rollover A Direct Rollover is generally used when moving funds from an employer plan (like a former employer 401K) […]
The IRS Has Released IRA Contributions Limits for 2020
Each year, the IRS announces IRA contributions and their limits, Traditional IRA deduction income limits, and Roth IRA contribution income limits. Not only is there a maximum amount that Americans can contribute to their IRAs each year, but not everyone is eligible for both types of IRAs. Click here for the self-directed IRA contribution limits […]
Roth IRA Contribution Limits for 2019
After six years of being stuck at $5,500, the amount IRA owners can contribute to an Individual Retirement Account is being bumped up to $6,000 for 2019. The amount you can contribute to a 401K or a similar employer-sponsored retirement plan goes up from $18,500 in 2018 to $19,000 in 2019. Catch-up contribution limits if […]
Accupod Episode 11: IRA LLC/Checkbook Control with Guest Ben Barker
This week, we’re discussing IRA LLCs. or as they’re also known, Checkbook Control. We brought on our expert Ben Barker to help us understand how they operate. […]
Accupod Episode 9: What is a Self-Directed IRA? Short version
What are your questions and concerns with self-directed IRAs? Here we have your answers! […]
New to Self-Directed IRAs? Here’s a Breakdown {infographic}
Self-directed IRAs are what we do best at Accuplan. They’re perfect for the investor that wants absolute control of their retirement funds, and know exactly what they want, and how they envision their future. But if you’re just starting out, say you’ve been funding your retirement accounts for the last 20 years or so, and […]
You Still Have Time to Contribute to Your 2014 IRA
We are getting close to the end of January 2015 and hopefully that means that most of you are already deep into work on your 2015 goals. A few of you may be restarting some missed 2014 goals or possibly finalizing a few 2014 goals that you almost made but just needed a bit more […]
Make The Right Decision And Get The Best Self-Directed IRA Account
A self-directed IRA account is such a great addition to retirement investing. With the ability to invest in non-traditional investments you can get a better diversified retirement portfolio with a self-directed IRA account. When getting a self-directed IRA account one of the most important decisions you will make is the deciding on the custodian (company) […]