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Category: Traditional IRA

Roth IRAs vs Traditional IRAs
June 1, 2020Scott MaurerRoth IRAs

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

July 27, 2016Jack CallahanRoth IRAs

How Advanta IRA Helps You Convert Assets from Traditional IRAs to Self-Directed 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 Additionally, all earnings grow tax-free—and can be withdrawn at the age … Read More

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

How to Convert a Traditional IRA to Self-Directed Roth IRA
March 24, 2016Jack CallahanRetirement Planning

Retirement Plans: Which One is the Best Fit to Help You Reach Your Goals?

Retirement planning isn’t easy these days, especially if you’re getting started late in the game. The amount of money you need to retire depends on many things including but not limited to the quality of life you desire in your golden years, whether or not you want … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
November 2, 2014Jack CallahanContributions & Distributions

IRS Announces Contribution Limits for Retirement and Other Savings Plans

There is plenty of good news for many retirement and other savings plan holders regarding 2015 contribution limits. While traditional and Roth IRAs contributions remain the same as 2014, other plans see an increase in limits—and every little bit counts! Below is a basic recap of the self-directed … Read More

Recent Posts

  • 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
  • 2020 Contribution Limits and Deadlines for Opening and Funding Retirement Plans

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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

Some Tips on ‘Hiring’ and Retaining Great Tenants by David Tilney

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