Self Directed IRAs IRA Recharacterizations: A Wait-and-See Tax Tool What if you could invest your money in a SDIRA now & then choose your tax benefit when you know which type of contribution would best suit your financial situation?
REITs & BDCs The Trend is Your Friend Currently, we are in the midst of one of the longest stock-market runs ever with many experts predicting that an economic downturn is long overdue.
Self Directed IRAs A Break-Up: Conversions and Recharacterizations Before 2018, self-directed IRA owners could choose to recharacterize or undo a conversion to their self-directed Roth IRA, up until their income tax-filing deadline for the year.
Private Lending, LLCs & Other Alternative Investments Benefits of Using an LLC with a Self-Directed IRA The process of using a Self-Directed IRA to buy non-traditional or alternative investment assets can be confusing and seem restrictive. One of the ways to simplify the process is by utilizing an LLC to make your investments.
Events Visit with Mainstar Trust at Captivate East 2018 in Miami, October 16-18, 2018 Mainstar is very excited to attend the 2018 Captivate East Conference put on by GeraciCon. Visit our booth to learn about the Self-Directed IRA account options that are best suited for you.
Self Directed IRAs Do You Need to Worry About Prohibited Transactions? While many investors find self-directed IRAs appealing because of the wide range of investment options, some investors are wary of alternative investments because they’ve heard about “prohibited transactions.”
Private Placements, Angel Investing Alternative Investment Due Diligence: Beyond the Numbers Checking out just “the numbers” isn’t an option for financial advisors recommending alternative investments to clients. If advisors don’t go beyond the numbers in due diligence investigations, they could be doing a catastrophic disservice to their clients and themselves.
Events Visit with Mainstar Trust at Captivate West 2018 in Las Vegas, August 26-28, 2018 Mainstar is very excited to attend the 2018 Captivate West Conference put on by GeraciCon. Visit our booth to learn about the Self-Directed IRA account options that are best suited for you.
Mainstar Trust in the News America's Best IRA Custodians of 2018 Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors.