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THE END IS COMING – Preparing for the Year’s End

THE END IS COMING! Our 2013 year is about to come to a close. Here are some year-end reminders for you. These rules apply to you if self-directed IRA is a Traditional (pre-tax) or Roth (after-tax). MAX IT OUT! Hitting the max out limit on your credit card, BOOOOOO! Hitting the max out limit in […]

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Required Minimum Distributions

ITS ABOUT THAT TIME AGAIN! REQUIRED MINIMUM DISTRIBUTIONS You may have already received notice from us that its about that time of year again when you may need to take an Required Minimum Distribution (RMD) from your Self-Directed IRA account. An RMD is the minimum amount you are required by the IRS to take from […]

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