Transferring wealth of any kind creates both opportunities and risks for the giver and receiver’s  financial plans. Inherited IRAs can be especially confusing to those on the receiving end because the tax laws require that you treat someone else’s retirement savings different from your own.

It’s important to understand how the recent law changes affect your IRA. One of the more relevant topics IRA owners should be aware of is a Required Minimum Distribution (RMD). 

If you’re changing jobs or retiring, you have an important decision to make: what to do with retirement plan savings accumulated from former employers.

SDIRA investing financially enables you to pursue investment strategies on your own terms. IRA-Owned legal entities & structures can enhance your SDIRA investing.

As a sole proprietor with no employees you have two options to set up an employer-sponsored retirement savings plan.

There are nuances and legal ramifications you should be aware of as to the definition of an “accredited investor.”

If you still have time to save, there are various tax-qualified savings options you can use to help pay for higher education.

If one intends to complete a Roth Conversion in 2018 which requires assets to be re-registered, the request must reach Mainstar Trust before the end of October. A Conversion is not considered complete until the confirmation of re-registration is received from the transfer agent.

Do you run a small business & would like to start saving for retirement while also giving your employees the same chance? Check out our helpful blog.