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Category: Contributions & Distributions

Details of Contribution Limits of Your Retirement Plan for 2019
October 27, 2020Scott MaurerContributions & Distributions

2020 Contribution Limits and Deadlines for Opening and Funding Retirement Plans

While most of us start preparing our income taxes at the beginning of the year, there are moves you can take now to help relieve your tax burden. When it comes to retirement planning, there are strategies that can maximize your savings benefits, too. The following explains … Read More

May 7, 2019Scott MaurerContributions & Distributions

The Basics of IRA Tax Benefits

IRAs are one of several ways you finance your retirement. You may have a pension plan and/or Social Security benefits along with personal savings, but IRA tax benefits play a critical role in your savings strategy to retire in style. It is well known that the savings you … Read More

March 21, 2019Scott MaurerContributions & Distributions

What Happens If You Contributed More to Your IRA than Allowed?

This is an excellent question. What happens if you contributed more to your IRA than allowed? Often, these mistakes are caught around the time your trusty CPA is preparing your taxes. Hopefully, they catch the error in time to make adjustments that may ease the 6 percent … Read More

March 19, 2019Scott MaurerContributions & Distributions

Contribution Limits for 2019 and Compound Interest: Don’t Miss Out

As you know, the IRS raised contribution limits on some retirement plans. This is good news, because the more you can sock away, the more compound interest works for you. Additionally, depending on the type of account you have—contributions are tax-deductible, which can decrease your income tax … Read More

March 7, 2018Jack CallahanContributions & Distributions

Make IRA and 401(k) Contributions for 2017 and 2018 before Income Tax Filing Deadline

Did you max out the contribution limits in your retirement plan for 2017? If not, you still have time. In fact, you can make last-minute IRA and 401(k) contributions for 2017 to get a head-start on your contributions for 2018 right now, before you file taxes for … Read More

December 4, 2017Jack CallahanContributions & Distributions

Your Guide to Year-End Contribution Limits and Deadlines for Retirement Plans to Ring in 2018

This year is almost over, with only a few months to go until we ring in 2018. While those of us at Advanta IRA have no desire to make time fly more than it already does, there are some contribution limits and retirement plan deadlines you need … Read More

March 10, 2017Jack CallahanContributions & Distributions

Self-Directed IRA Contribution Due Dates

You have until April 18, 2017 to make the deadline (or file an extension) for submitting your income taxes to the IRS. You also have until that date to open and/or contribute to a few retirement plans if you want those contributions to count on 2016’s tax … Read More

January 4, 2017Jack CallahanContributions & Distributions

Contribution Limits for Retirement and Savings Plans

Out with the old and in with the new—that’s what new years are all about! In regards to retirement planning, one thing the new year brings is updated contribution limits from the IRS. And, the new limits are out now, giving you a chance to start your … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
March 29, 2016Jack CallahanContributions & Distributions

Federal Income Tax Filing and IRA Contribution Deadline Extended

Most of us are well aware that not only are our federal tax returns due on April 15 every year, but that is also the deadline for contributions to be made in our individual retirement accounts for that tax-filing year. However, this year, these deadlines have been … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
November 12, 2015Jack CallahanContributions & Distributions

Contribution Limits Announced by the IRS

In October the IRS released the contribution limits for 2016—such as they are because not much changed. Why? The cost-of-living index did not meet the requirements needed for a change in limits, meaning that inflation this year was low. (Sigh.) Knowing what the contribution limits are for your … Read More

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Recent Posts

  • 5 Ways to Find Off-Market Real Estate Investments
  • Why Consider a Self-Directed Health Savings Account?
  • The Self-Directed Solo 401(k) for Small Business Owners
  • Some Tips on ‘Hiring’ and Retaining Great Tenants by David Tilney
  • Fair Market Valuations on Assets in Your IRA for 2020

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Latest News

Bright pink and blue homes on a lush, green landscaped corner are examples of off-market real estate.

5 Ways to Find Off-Market Real Estate Investments

Self-directed HSAs

Why Consider a Self-Directed Health Savings Account?

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The Self-Directed Solo 401(k) for Small Business Owners

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