Archive for the ‘SIMPLE IRA’ Category

What Baby Boomers Need To Know About Required Minimum Distributions

January 26th, 2017

This article originally appeared on Forbes.com – Nearly a quarter of Americans were born between 1946 and 1964, the typical definition of the baby boom generation. That is more than 75 million people. For baby boomers, the largest generation in U.S. history before the millennials, 2017 will begin a process where hundreds of billions of […]

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How to Transfer a SIMPLE IRA to a Self-Directed IRA LLC

September 21st, 2016

Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Self-Directed SIMPLE IRA. What is the most Common Way to Fund a Self-Directed SIMPLE IRA ? Transfers and rollovers are types of transactions that allow movements of […]

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2016 IRA Contribution Limits

November 4th, 2015

2016 IRA contribution limits still offer great retirement and tax benefits Starting on January 1, 2016 the Internal Revenue Services (“IRS”) announced that individuals seeking to making Traditional or Roth IRA contributions will be limited by the same annual contribution numbers as in 2015. In 2016, Traditional and Roth IRA contribution limit will stay the […]

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