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INDUSTRY NEWS & ARTICLES

Did you know you could benefit from your real estate investments while growing your retirement account in a tax-deferred status? It sounds almost too good to be true but since 1974, when the Employee…

The Impact on American’s Retirement and Saving Accounts in 2018. The GOP Tax Reform, effective January 1, 2018, impacts many Americans’ retirement and saving accounts. Mathew Sorensen’s […]

Now that 2018 is quickly approaching, we have created the 2018 Tax Calendar to keep you up-to-date!

In the world of self-directed investing, one wrong move can put you in hot water with the IRS. From prohibited transactions to prohibited assets, your plan can be disqualified for improper use of your account. While it is impossible to list out all of the prohibited […]

Form 5498 is a document sent to both the IRS and IRA account owners. This Form notes any contributions made for the previous tax year, as well as the Year-End Fair Market Value of your IRA account. We have electronically filed the Form 5498 with the IRS. Copies of […]

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