Considering a Rollover? - What You Need to Know If you have saved for retirement in an employer-sponsored retirement plan, like a 401(k) plan, or in an IRA, you’re probably aware that you can move those assets to another plan or IRA.
Self Directed IRAs Do I Need a Private Letter Ruling for My Self-Directed IRA? You may have heard private letter rulings (PLRs) referred to by tax or financial professionals when discussing the permissibility of a transaction under the tax laws associated with self-directed IRAs.
Private Lending, LLCs & Other Alternative Investments GUEST BLOG: Is Note Investing Still Viable? Even Now? Join Nathan Turner as he looks at the current COVID 19 market and the future of note investing. Where are we now and is this still a good investment for a self-directed IRA?
Real Estate Investment GUEST BLOG: Creating Income Through Commercial Real Estate Backed Notes One of the biggest questions asked by mature investors is – after I have reached my growth goals and am preparing to settle into my income generating stage, how do I maximize my income on what I have grown?
Self Directed IRAs Is My IRA Protected If I Claim Bankruptcy? Federal bankruptcy law applies to all bankruptcies and provides rules and protections for retirement assets and IRAs for the individual filing for bankruptcy.
Private Lending, LLCs & Other Alternative Investments GUEST BLOG: Managing Loan Defaults During the COVID-19 Crisis In times of crisis, people often try to help one another to pull each other through. In the current COVID-19 economy, many people are losing jobs, small businesses are struggling, and many lenders are feeling the fallout from those factors.
Self Directed IRAs RMDs Changed, Then Waived for 2020 – What You Need to Know At the end of 2019, many investors’ retirement accounts were at an all-time high, unemployment was at an all-time low, and Congress just passed legislation to encourage businesses to sponsor retirement plans and workers to save for retirement.
Resources COVID-19 Announcement Mainstar has activated its Pandemic Plan and is deploying a number of proactive business continuity protocols to ensure its ability to serve client needs.
Self Directed IRAs More Time to Make 2019 IRA Contributions and Changes for 2020 Contributing to an IRA can boost your retirement savings, generate income in retirement, and help pay expenses incurred by alternative investments in your IRA.