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The promise of a new year often comes with new considerations for your self-directed IRAs, 401(k)s, and Health Savings Accounts. It’s also a time when the IRS may decide to tweak annual contribution limits or income requirements surrounding tax benefits. It’s not too late to contribute for 2020! Click here to make a deposit to your self-directed account. … Read More
Self-directed investing broadens the realm of opportunity for your tax-advantaged retirement accounts, expanding your portfolio and placing the full power of diversification in your hands. Real estate, private equity, and other alternative investment options are all available to your IRA, 401(k), or Health Savings Account. Within self direction lies a specific investment approach that offers even greater … Read More
The Securities and Exchange Commission (SEC) recently made an intriguing announcement that allows anyone to become an accredited investor. Effective as of December 8, 2020, Series 65 (Investment Adviser Representative) license holders will qualify as accredited investors. This creates a significant opportunity for investors who could not otherwise achieve an accredited status due to the previous income … Read More
While 2020 brought new and unforeseen perspectives to health care, health expenses can arise unexpectedly at any time. While the IRS provides several tax-advantaged tools to help with saving for planned and unplanned medical costs, the most powerful is the Health Savings Account (HSA). Similar to an IRA or 401(k), an HSA enables the account … Read More
Every year around this time you may hear from us talking about fair market valuations (FMVs) in blogs, webinars, and newsletters. Rest assured that our frequent iterations on this topic stem from FMVs being a critically important part of your tax-advantaged account. Are you ready to submit your FMV for the year? Access your client … Read More
As the saying goes, “It takes money to make money.” Nowhere is this truer than with high-value—and potentially quite lucrative—alternative investments. Private assets like real estate, private loans, and private equity have the potential for meaningful appreciation, sometimes in short periods. Further, in real estate and certain private equity investments, your dollars can be paired … Read More
