Opening and funding a Self-Directed IRA is the 'easy' part of the process. Many U.S. citizens have already completed this conversion. Buying real estate with your Self-Directed IRA funds exposes you to another layer of reporting, complexities, and prohibitions that could make your entire IRA value taxable.
Opening and funding a Self-Directed IRA is the 'easy' part of the process. Many U.S. citizens have already completed this conversion. Buying real estate with your Self-Directed IRA funds exposes you to another layer of reporting, complexities, and prohibitions that could make your entire IRA value taxable.
The assets you choose to protect should be out of your estate while retaining full control over them. In this session, Nick Hodges, CPA/PFS, MBA, CFP, will introduce a dozen cost-effective ways to do this, including protecting your estate ...
The assets you choose to protect should be out of your estate while retaining full control over them. In this session, Nick Hodges, CPA/PFS, MBA, CFP, will introduce a dozen cost-effective ways to do this, including protecting your estate ...
Many people are surprised to learn that one of their biggest tax-planning decisions when it comes to living overseas has to do with where they live before they go. It’s one of the most overlooked aspects of tax planning. Put simply, there are states that are “no-income tax” states. If you move overseas from one of these, then you’ll pay no state income tax.
Expat Tax and Reporting Issues, Opportunities, and Minefields.
Expat Tax and Reporting Issues, Opportunities, and Minefields.
Expat Tax and Reporting Issues, Opportunities, and Minefields
The assets you choose to protect should be out of your estate while retaining full control over them. In this session, Nick Hodges, CPA/PFS, MBA, CFP, will introduce a dozen cost-effective ways to do this.
The assets you choose to protect should be out of your estate while retaining full control over them. In this session, Nick Hodges, CPA/PFS, MBA, CFP, will introduce a dozen cost-effective ways to do this.