UBIT and UDFI taxes

What Are UBIT and UDFI Taxes?

If you own a self-directed IRA or you’re looking to open one, you may come across some new phrases, such as UBIT and UDFI. At Accuplan, we want you as informed as possible so you can make wise investment decisions with your self-directed IRA, which is why we’ve covered the information you need to know about these taxes below. What Are UBIT Taxes? Unrelated […]

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What Is a SIMPLE IRA?

What Is a SIMPLE IRA?

If you are looking to open a retirement account, you may be considering a SIMPLE IRA. To help you determine whether a SIMPLE IRA is right for you, we cover what it is, how it works, who may want to use it, why you may want to use it and how you can open this […]

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SIMPLE IRA Basics for Small Business Owners

SIMPLE IRA Basics for Small Business Owners

A Savings Incentive Match Plan for Employees (SIMPLE) IRA is an individual retirement account set up for employees through smaller employers. Typically, these smaller employers have a maximum of 100 employees and do not offer any other retirement plan. If you are a small business owner looking for employee retirement plan options, you may be […]

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What Are Required Minimum Distributions (RMD)?

What Are Required Minimum Distributions (RMD)?

You can save for a comfortable retirement by contributing to your 401(k) or IRA throughout your working life. The goal is to keep as much of your savings as possible when you reach retirement age. However, if you don’t take your required minimum distributions (RMDs), you may lose some of that money you’ve worked to […]

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traditional IRAs vs Roth IRAs

Traditional IRAs vs. Roth IRAs

With an individual retirement account (IRA), you can save for your retirement while also saving on your taxes. If you are self-employed or simply looking to open another retirement account, you may want to consider a traditional or Roth IRA. Before you can decide which one is right for you, you must first understand what […]

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disqualified persons featured image

Disqualified Persons for Self-Directed IRAs and 401ks

Setting up a self-directed IRA is a great way to take control of your retirement funds by investing in assets like real estate, gold and other options. The IRS has outlined several rules regarding investing in an IRA or 401k, including the disqualified persons rule. In short, a disqualified person is anyone in a position […]

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buyers vs sellers market

Buyer’s vs. Seller’s Market in Real Estate

You’ve set up an IRA account — now it’s time to begin choosing investment assets. Real estate is among the most popular investment choices, and understanding the market can help you get more value from your investments. Continue reading for more information on the difference between a buyer’s and seller’s market and what that means […]

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3 Real Estate Investing Trends for 2023

3 Real Estate Investing Trends for 2023

Real estate trends tend to fluctuate, especially in recent years. Trends in 2023 suggest a transitioning period with higher borrowing costs, increased cash flow and restructured capital stacks. What does real estate investment look like now as we continue navigating the new normal? Prepare for the year ahead by reviewing these current trends and top […]

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Secure act 2.0. The changes you need to know

Secure 2.0 Act: More Benefits for Retirement Savers

The Secure 2.0 Act of 2022 is a massive piece of legislation that brings about sweeping changes to the retirement landscape in the United States, with many of these changes set to take effect in 2025. The five most significant alterations this act will bring to retirement accounts include: Raising the Age for Required Minimum […]

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401k investment rules

Invest How You Want With A Self Directed 401k

A 401(k) is an employer-sponsored retirement plan. Those who are self-employed can also open an individual or self-directed 401(k), a type of retirement account specifically designed to support businesses that employ only the owner, the owner’s spouse and business partners. If you have a 401(k), you may want to understand the relevant investment rules. 4 […]

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