SECURE ACT SERIES: Big Changes for Beneficiaries May Affect Your Financial or Estate Plan The new rules could affect how some IRA owners choose to name beneficiaries for their IRAs or other aspects of their estate plan.
Saving for Retirement SECURE ACT SERIES: 72 is the New Age 70½ & Other Changes Affecting Your Retirement Savings Congress passed a law in 2020 that changes some of the IRA and retirement plan rules to make it easier for people to save more.
Private Lending, LLCs & Other Alternative Investments Raising Capital? Work with Mainstar Trust to Get Your Product Pre-Approved On Our Platform We understand that raising assets can be a challenging process for product sponsors. Work with us to get your Private Placement pre-approved on our SDIRA platform.
Self Directed IRAs GUEST BLOG: Tax Efficiency Benefits Gained by Utilizing IRAs for Investing in Early Stage Businesses Seasoned investor, Marcia Dawood, breaks down how to take advantage of the tax efficiencies of Self-Directed IRAs to raise capital and attract investors.
Self Directed IRAs Top 10 Reasons to Open a Self-Directed IRA Diversity is key to both managing investment risk and growing your investments. Yet with most tax-qualified retirement savings vehicles, your investment options are limited to mutual funds, bonds, and ETFs.
Health Savings Accounts Funding Your HSA: Use the Last-Month Rule to Get the Biggest Bang Your Health Savings Account (HSAs) provides great tax benefits: tax-deductible contributions, tax-deferred investment earnings, and tax-free HSA distributions if used for paying qualified medical expenses incurred by you or your family.
Top 10 Things to Know About Social Security Almost everyone expects to receive Social Security benefits in retirement. It’s a complex system that depends on workers paying in during their working years to support current retirees’ benefits, as well as disability and survivor benefits. Under the current rules, a variety of factors can affect your benefits.
Private Lending, LLCs & Other Alternative Investments GUEST BLOG: Profits from Paper You may have heard about "notes" before and it sounds great, but how does it actually work? How do you actually make money from buying mortgages?
Charitable Donations Continue Through QCDs Changes to the federal income tax laws make it less likely that taxpayers will itemize deductions, like charitable donations where you must meet certain requirements.