As the Tax Deadline Approaches, Understand the Tax Implications of IRA Rollovers
April 8, 2024
What is an IRA rollover? An IRA rollover is when someone takes a distribution from a retirement plan and transfers those funds into another account (such as an IRA). This...
A Word of Caution for Self-Directed Investors: Use a Custodian That Specializes in Alternative Assets
November 14, 2023
The late actor James Caan found himself in a tax tangle in 2015 that his estate has been fighting . . . and lost last month. At issue was an IRA rollover that Mr. Caan...
Has Your Work Situation Changed? You Can Roll Your 401(k) Funds into a Self-Directed IRA
August 27, 2020
Do you have a retirement plan that is still with an employer where you are no longer working? If you have recently lost a job due to COVID-19, or are in job transition, make...
