Roth IRA
How to Start a Roth IRA for my Child
Starting a Roth IRA for your child is quite simple, however you need to make sure he or she has earned income which is needed to make contributions to the plan.
February 14, 2024
Roth IRA
Can You Perform a Backdoor Roth Every Year?
The “Backdoor Roth IRA” is the only way high income earners can make Roth IRA contributions. The good news about the strategy is that it can technically be done every year.
January 24, 2024
Self-Directed IRA
Self-Directed Roth IRA
The Self-Directed Roth IRA Secret – you can use your Roth IRA to make non-traditional investments tax-free. Self-Directed IRAs allow you to invest in what you know best.
January 2, 2024
IRA Rules & Regulations
Excess Roth IRA Contributions – Are They Worth the Risk?
Penalties for violating IRS rules tend to override potential value derived from the transaction with excess Roth IRA contributions being the one exception.
December 13, 2023
Self-Directed IRA
Purchasing Real Estate with a Roth IRA
Did you know that you can use a Roth IRA to purchase real estate? Many banks lead you to believe that you can only use
December 13, 2023
Roth IRA
Can I Directly Contribute to a Roth IRA?
The Roth IRA is arguably the best legal tax shelter available to taxpayers, however not everyone can directly contribute to a Roth IRA. We’ll explain.
November 22, 2023
Roth IRA
Cutting Edge Roth IRA Conversion Strategies
If you are considering converting your pretax IRA, check out these Roth IRA conversion strategies to help mitigate the taxes.
November 21, 2023
Roth IRA
Backdoor Roth vs. Mega Backdoor Roth
The Backdoor Roth IRA and Mega Backdoor Roth 401(k) are different, albeit similar, strategies one can use to have a tax-free retirement.
October 26, 2023
Roth IRA
How to Shelter Your SPAC Founder Shares from Tax
A SPAC is a profitable way to take a private company public. Learn how to use a Roth IRA to invest in founder shares to avoid taxes in the future.
October 4, 2023
Self-Directed IRA
Benefits of a Roth IRA Conversion
What is a Roth IRA Conversion? A Roth IRA conversion is generally the process of converting a 401(k) plan or Traditional IRA to a Roth
September 18, 2023
