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Category: Plans for Individuals

Learn the basics of IRA tax benefits
June 30, 2022Scott MaurerIRS Rules and Regulations

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. The information below applies to typical and … Read More

Build Wealth Your Way with a Checkbook Control IRA
June 11, 2021Scott MaurerCheckbook IRA LLC

Build Wealth Your Way with a Checkbook Control IRA

If you want more control over your retirement funds and investing decisions, a checkbook control IRA is the account for you. Also known as a checkbook IRA or a checkbook IRA LLC, these entities make investing quick and easy because you can write checks directly from your … Read More

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June 11, 2020Scott MaurerIRS Rules and Regulations

How Do Roth IRA Conversions Benefit You in Retirement?

Many people prefer the Roth IRA to other retirement savings plans. The income in a Roth grows tax free, and distributions in retirement are tax free, as well. Distributions from a the plan are not included in your income. This can greatly reduce your income tax liability … Read More

Roth IRAs vs Traditional IRAs
June 1, 2020Scott MaurerPlans for Individuals

Roth IRAs vs. Traditional IRAs: A Comparison of the Benefits and the Differences

If you’re looking into retirement plans, you’re probably familiar with traditional IRAs. You may have heard about Roth IRAs, too. But when considering Roth IRAs vs. traditional IRAs—do you know the specific differences in the two plans? Both have a few of the same attributes, but the … Read More

Couple reviews paperwork for Roth IRAs to assess the benefits for their retirement plan.
April 30, 2019Scott MaurerPlans for Individuals

How to Maximize the Benefits of a Roth IRA

The purpose of a Roth IRA is for you to save for retirement. However, the IRS allows a bit of flexibility within these accounts that make them highly attractive. For example (and providing you qualify) you can take penalty-free withdrawals for buying a home for the first … Read More

Investing with a Roth IRA can help you save on your taxes
October 6, 2017Jack CallahanPlans for Individuals

Understanding How Self-Directed Roth IRAs Work

Of the many avenues one can choose to save for retirement, the Roth IRA is one of the most popular retirement savings plans for today’s investors. Contributions to a Roth IRA are made after taxes, and the income you earn is tax-free. Roth IRAs can also be … Read More

Dad teaches daughter about investing on the laptop computer
June 7, 2017Jack CallahanPlans for Individuals

Here’s How Teens Can Build Million-Dollar IRAs

With a little advice and help from parents, teens can build million-dollar IRAs, especially if they start saving early. Arming teens with knowledge and tools, along with the benefits of compound interest, is critical in helping them achieve a successful retirement future. If you have a teenager, you … Read More

Checkbook Control IRA: Why It's a Good Retirement Plan Option
January 20, 2017Jack CallahanCheckbook IRA LLC

The Checkbook Control IRA: Why it could be the Perfect Retirement Plan

Self-directed IRAs are becoming more widely known throughout the retirement planning crowd. In fact, their use has grown by 21 percent over the past few years and that number is expected to continue to rise as more individuals discover the power these plans provide. The checkbook control … Read More

Grandpa helps little boy fish
July 27, 2016Jack CallahanIRS Rules and Regulations

How to Convert Assets in Traditional IRAs to Roth IRAs

Roth IRAs offer several unique benefits that traditional IRAs do not. Contributions are made after tax, can be made after you reach 70 1/2 years of age, and distributions are not required by that age, either. Additionally, all earnings grow tax-free—and can be withdrawn at the age … Read More

A man with a phone in his hands, researching the difference in ransfers and rollovers in IRAs.
June 3, 2016Jack CallahanIRS Rules and Regulations

How to Convert a Traditional IRA to a Self-Directed Roth IRA

There are tremendous tax advantages Roth IRAs have over traditional IRAs causing investors to move assets from taxable accounts into tax-free Roth plans. These plans can be self-directed, gaining additional benefits and flexibility to those saving for retirement. What are conversions? The IRS allows you to move assets from … Read More

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Recent Posts

  • The Basics of IRA Tax Benefits
  • Top 3 Alternative Assets for You, Your Friends, and Your IRA
  • What Are the Investment Alternatives in a Bear Market?
  • What Are Stock Market Alternatives for IRAs and Other Investors in 2022?
  • SECURE Act 2.0: How These Reforms Impact Your Retirement Planning

Latest News

Learn the basics of IRA tax benefits

The Basics of IRA Tax Benefits

White hand hovering over a bronze colored game board with 3 piles of coins in different places, indicating 3 alternative assets you can invest in today.

Top 3 Alternative Assets for You, Your Friends, and Your IRA

What are the investment alternatives in a bear market? Rental property, like the little house behind a white picket fence, is one example.

What Are the Investment Alternatives in a Bear Market?

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