Individual Retirement Accounts - IRAs
Strategies for maximizing your Individual Retirement Account (IRA’s) Investments, Tax Savings and Timing of Required Minimum Distributions
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High Level Asset Protection with a Super IRA
This month we wrap up our sessions on the Super IRA. In the May issue I explained how an IRA can be invested in real estate, private companies, mortgages, and a wide range of other investments. You learned where to find custodians who will allow such investments in IRAs. You also learned how to increase […]
What you Can and Cannot do with a Super IRA
Last month I explained how you can create a Super IRA, also called an LLC IRA. You learned how to find a custodian for a true self-directed IRA, one that allows you to invest the IRA in real estate, private companies, and a host of other assets. Now, let’s look at exactly how to exploit […]
How to Put Real Estate in Your IRA?
Does your IRA have to be invested in publicly-traded securities or mutual funds? Few people realize that the answer is “no.” The IRA actually is one of the most flexible investment vehicles available. An IRA can be invested in real estate, private companies, hedge funds, separately managed accounts, mortgages, and a host of other assets. […]
Should You Empty Your IRA Early?
Every general rule has its exceptions. IRAs are no different. The general rule for IRAs is to leave investments in them as long as possible. Your wealth will increase if income and gains are allowed to compound tax deferred as long as possible. We demonstrated that in the September 2003 discussion of which retirement accounts […]
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How to Avoid Inherited IRA Disasters
IRAs are more complicated than most people realize. It can be especially tricky to inherit an IRA. It is not unusual for IRA heirs to misunderstand these complicated vehicles. A wrong move or two triggers high taxes, often causing most of the IRA to end up with the IRS. Income taxes can take 35% or […]
Investing Your IRA Under the New Law
Does the 2003 tax law change how your retirement account should be invested? Most investors have some of their money in tax-deferred accounts – such as IRAs and 401(k)s – and the rest in taxable accounts. When a portfolio is diversified, the investor has to decide which assets to purchase in a tax-deferred account and […]
How To Make The Most Of Your Tax Cuts
Another major tax cut rolled through Congress by the end of May, providing significant benefits to all investors. You might need to change some of your tax and investment strategies to reap the maximum benefits of the new law. There also are a few traps to avoid. Let’s take a look at the basics of […]
Estate Planning Strategy: Roth IRAs For Youngsters
A Roth IRA is one of the best investment and wealth building vehicles for youngsters. That’s right, for youngsters. Establishing a Roth IRA for your children or grandchildren creates a valuable, low-cost legacy for which the youngsters later will be very grateful. A few thousand dollars now could be worth hundreds of thousands of tax […]
