A self-directed Individual Retirement Account refers to any IRA that allows one to direct the IRA's assets to be invested in nontraditional investment vehicles.
Examples of these might include real estate, collectibles, and limited partnership interests, and may be done with either a traditional or Roth IRA. In order to participate in such a vehicle, a trustee or custodian that specializes in this unique area must be identified and retained. One must also become well acquainted with the prohibited transaction rules. These rules require that only the IRA benefits from its transactions; not the owner or their family.
Pension Plan Limitations: What You Need to Know Heading into 2016
Firm news , pension , Retirement Planning & IRAsWASHINGTON — The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2016. In general, the pension plan limitations will not change for 2016 because the increase in the cost-of-living index did not meet the statutory thresholds that trigger their adjustment. However, other limitations will change because the increase in the index did meet the statutory thresholds.
What to Consider When You Inherit an IRA from your Spouse
Taxes - Planning, Rules and Returns , Retirement Planning & IRAsBy Zinner & Co.
Tax Services Department
Employee Buyouts and Succession Planning
Business - Management, Issues & Concerns , Retirement Planning & IRAs
An employee buyout might provide a sensible alternative to satisfying a small business owner’s plan for selling their business.
ABLE Accounts Are Now Going To Be Allowed For Disabled Individuals
ABLE Act , Financial Planning - College , Retirement Planning & IRAsPosted by: Gary M. Sigman, CPA, MTax, AEP®
The Many Benefits of a SEP
simplified employee pension , pension , Taxes - Corporate & Business , Taxes - Planning, Rules and Returns , Retirement Planning & IRAsPosted by: Robert O'Neil, CPA
Rollover of After-Tax Dollars from 401(k) Plans
Taxes - Planning, Rules and Returns , Retirement Planning & IRAsPosted by: Gary M. Sigman, CPA, MTax, PFS, AEP®
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