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In the News

The world of finance and retirement is constantly changing. Keep up to date on the latest news that may affect your financial planning and goals.

Interest Rate Increase 2022 and What Retirement Moves To Make

It is no secret that the inflation rate has been soaring recently, accelerating to 8.6% in May 2022 (the highest rate since December 1981), according to the U.S. Bureau of Labor Statistics. Americans have seen an increase in the price of energy (gasoline, electricity, natural gas), food, shelter, airline fares, automobiles, and more. In order to […]
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July 6, 2022

2022 Tax Tips from the IRS 

Tax season is in full swing, and the deadline is swiftly approaching. As you begin to finalize your filings, we compiled a few important IRS tax tips and reminders that may affect your tax preparation. If you’re interested in learning more, feel free to check out the IRS Newsroom and IRS Tax Tip Archive.   IRS […]
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March 30, 2022

Why Can't You Get a Self-Directed IRA on Fidelity?

Expand Beyond Traditional The level of freedom that the Self-Directed IRA with Checkbook Control provides for you flies directly in the face of how traditional retirement investing companies prefer to do business. Leading names such as Fidelity, TD Ameritrade, or Vanguard make their money by keeping your money in their hands by putting it in the stock market where […]
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The Courage to Diversify - A Brief History of the Self Directed IRA

The history of anything having to do with the government and finances is usually complicated, and – dare we say it – a little bit boring. The same is true for the Self Directed IRA. However, there is a benefit to being informed. When you learn about the history of the Self Directed IRA (and retirement accounts in general), it will get you grounded […]
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September 29, 2021

How Marriage Affects Your Taxes and Retirement Planning

With the weather warming up and a few covid restrictions being lifted, wedding season is in full bloom. Along with choosing the right cake and flowers, newlyweds should be aware of how saying “I Do” affects their tax situation and retirement planning. Here’s a checklist for newly married couples: Update Name and Address Name - […]
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July 21, 2021

An Important IRS Tax Extension

The IRS Has Extended Your 2020 Deadline The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below […]
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June 4, 2021

SECURE 2.0 - What You Need to Know

Retirement legislation has often been characterized as being confusing and without obvious benefits. However, the IRS and the government at large has begun making a move towards more taxpayer friendly laws and clear communications. In late 2019, the SECURE Act was passed. This was a series of retirement law reboots that sought to make retirement planning more workable for the American […]
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May 26, 2021

The Taxpayer Bill of Rights - Part 2

The Taxpayer Bill of Rights - Part 2       Last week we started a discussion about the Taxpayer’s Bill of Rights. This is an official IRS document that outlines what taxpayers can expect in the way of fair treatment. The first half of the list focused on elements of the product and the […]
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March 24, 2021

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