Financial Success
Saving for Retirement No Matter Your Age
Saving for retirement is a lifelong journey, one that requires unique strategies at each stage of life. Learn how to save no matter your age.
November 26, 2024
Solo 401(k)
How SECURE Act 2.0 Changed the 401(k) Controlled Group Rules
There are several provisions from SECURE Act 2.0 that have impacted the controlled group rules for Solo 401(k) plans.
November 19, 2024
Financial Success
Discount Valuations for Family Limited Partnerships (FLPs)
Discount valuations in Family Limited Partnerships offer significant tax advantages by reducing the taxable value of transferred interests.
November 12, 2024
IRA Basics
IRS Announces 2025 401(k) and IRA Contribution Limits
Discover the 2025 401(k) and IRA contribution limits, including updates on annual maximums, catch-up contributions, and strategies to maximize retirement savings.
November 5, 2024
Podcast
UBIT, UDFI, and Real Estate in Your IRA – Episode 462
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
November 1, 2024
Self-Directed IRA
Questions to Ask Before Making a Self-Directed IRA Investment
One should consider the IRS prohibited transaction rules, the UBTI tax rules, and how best to structure the investment.
October 31, 2024
Solo 401(k)
Solo 401(k) Rules for a Single Member LLC
Learn the rules of the Solo 401(k) if you have a single member LLC.
October 30, 2024
Real Estate
How is UBTI Applied to an IRA that Invests in a Real Estate Syndicate?
UBTI presents a unique challenge for Self-Directed IRA investors in real estate syndicates, particularly when debt financing is involved.
October 28, 2024
Podcast
What is Boosting Demand for Private Credit Funds? – Episode 461
In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects.
October 25, 2024
Investments
Private Placement Investments and the Self-Directed IRA Rules
Generally, you, and your Self-Directed IRA must be an accredited investor before making private placement investments, along with other rules
October 24, 2024
