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Tag: IRS rules and regulations

A hand dropping coins into a jar on a table next to stacks of coins representing fair market valuations on assets in your retirement plans.
October 19, 2022Scott MaurerIRS Rules and Regulations

2022 Fair Market Valuations on Assets in Your IRA and Solo 401(k)

It’s that time of year again. 2022 fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan, as they are every year. These valuations must be assessed by the end of the income tax reporting year. You may be allowed to … Read More

Son and father with a laptop reading IRA rules on how to avoid dealings with disqualified persons in a self-directed IRA.
September 28, 2022Scott MaurerIRS Rules and Regulations

IRS Rules Part 1: Dealings with Disqualified Persons (Don’t Do It)

Investors who follow IRA rules set and enforced by the IRS have one thing in common: They rarely get in trouble with the IRS regarding their retirement accounts. One rule that's important for self-directed IRA owners is to avoid dealings with disqualified persons. Why? Because compliance with the IRS … Read More

A woman's and man's hands bumping fists to celebrate how they learned to partner their IRA funds with disqualified persons to invest.
September 22, 2022Scott MaurerIRS Rules and Regulations

How You Can Partner IRA Funds with a Disqualified Person

The IRS goes to great lengths to explain the prohibited transaction of your IRA dealing with disqualified persons. Prohibited transactions in your IRA can incur penalty, taxation, and even the loss of the tax-sheltered status of your account. However, there’s one tactic IRS regulations do allow that … Read More

Recourse loans vs non recourse loans
August 13, 2020Scott MaurerIRS Rules and Regulations

Recourse Loans vs Non-Recourse Loans: What’s the Difference?

Non-recourse loans are used by self-directed IRAs to leverage buying power, most often to invest in real estate. But what exactly are recourse loans vs non-recourse loans? This article explores the differences and explains how non-recourse loans work in your IRA to help you build wealth for … Read More

The Cares Act and Retirement Plans
April 8, 2020Scott MaurerIndustry News

How Does the CARES Act Impact Your Retirement Planning?

Are you aware of how the provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act impact your retirement planning? The act’s main purpose is to provide immediate financial relief to individuals, families, and businesses that face somewhat dire financial straits due to COVID-19. It … Read More

SECURE Act Impacts Retirement Plans
February 4, 2020Scott MaurerIRS Rules and Regulations

Top 8 Ways the SECURE Act Impacts Retirement Plans

Do you know how the SECURE Act impacts retirement plans? Below is a short list with explanations of the main elements that impact our clients. This list is not comprehensive. We advise you to consult your financial and/or tax professional to help you navigate the new law. Take … Read More

The SECURE Act of 2019
January 28, 2020Scott MaurerIRS Rules and Regulations

The SECURE Act Passed—Now What?

The Setting Every Community Up for Retirement Enhancement act, also known as the SECURE Act, passed in December 2019. The new law is designed to help more Americans save for retirement. But, of course, detractors don’t agree with everything the final law imposes, such as the elimination … Read More

Tax day circled on the desk calendar
March 26, 2019Scott MaurerIRS Rules and Regulations

Steps to Take Now if You Forgot to Take an RMD

You’d think that you’d remember to take your required minimum distribution (RMD). But, too often many people do, especially if you’re working past retirement age and don’t need those funds to live on. If you forgot to take an RMD, if you catch it before you file … Read More

A jar of overflowing coins
March 21, 2019Scott MaurerIRS Rules and Regulations

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

Stacks of coins being placed in a jar
March 19, 2019Scott MaurerIRS Rules and Regulations

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

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  • Self-Directed IRAs vs. Traditional IRAs: Which Plan Is Best for You?
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  • 7 Ways the SECURE Act 2.0 of 2022 Enriches Your Retirement Planning
  • Why Consider a Self-Directed Health Savings Account?

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

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Self-Directed IRAs vs. Traditional IRAs: Which Plan Is Best for You?

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Important Tax Payment Deadlines and a Retirement Planning Tip for 2023

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