401(k), 60-Day Rollover, IRA Transfer, Rollover, Self Directed IRA, Self-Directed IRA Fundamentals
The Move That Opens Up Everything Else – The 401(k) to Self-Directed IRA Rollover Here’s something most people don’t realize until they leave a job: a 401(k) is, by design, a limited menu. A handful of mutual funds, maybe a target-date fund, decided...
Investment Types and Strategies, Self Directed IRA, Self-Directed IRA Fundamentals, Traditional IRA
A Question I Get at Least Once a Week Here’s something that catches almost every new client off guard: the IRS doesn’t actually have a category called “self-directed IRA.” Open the tax code and look for it. You won’t find it. Legally speaking, a...
Self Directed IRA, Self-Directed IRA Fundamentals, Uncategorized
Picture Your Retirement Account as a Second “You” This “Self-Directed IRA Explained” post is the simplest way I know to explain a self-directed IRA: imagine a second version of you exists, one with your name on it, but legally a separate entity. That...
401(k), 60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
IR-2016-113, Aug. 24, 2016 WASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another...
60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
IR-2014-107, Nov. 10, 2014 WASHINGTON — The Internal Revenue Service today issued guidance clarifying the impact a 2014 individual retirement arrangement (IRA) rollover has on the one-per-year limit imposed by the Internal Revenue Code on tax-free rollovers between...
Real Estate, Self Directed IRA
Dear Mr. Realtor: We felt the need to write you a quick letter to tell you a little bit about our company, IRA Express, located in Cedar City, Utah and how it can benefit you and your clients. We really do appreciate your time and hope that you will take a minute to...
