by Mat Sorensen | Nov 30, 2021 | Blog
By using a Roth IRA, an investor can purchase and sell crypto tax-free. Personal Crypto Accounts vs. Roth IRAs as Crypto Retirement Accounts The difference in taxation between personal crypto gains and crypto Roth IRA gains is significant. Say you bought...
by Mat Sorensen | Nov 19, 2021 | Blog
Strategic relationship between Gemini and Directed IRA allows self-directed IRAs and solo 401(k)s to buy and sell crypto PHOENIX, Nov. 17, 2021 /PRNewswire/ — Since launching its Crypto IRA Solution through a strategic relationship with Gemini in May 2021,...
by Mat Sorensen | Nov 19, 2021 | Blog
Retirement Provisions in Build Back Better Bill Passed by The House – What’s in and What’s Out? The Build Back Better legislation passed by the House on November 19, 2022, includes several changes from the original bill text. Here’s a quick summary of what made it...
by Mat Sorensen | Nov 5, 2021 | Blog
HSA limits increase as well, while Traditional and Roth IRA limits remain unchanged. The IRS increased 2022 contribution limits for self-employed persons who contribute to a SEP IRA or Solo 401(k) from $58,000 to $61,000. For those 50 or older, there is also a $6,500...
by Mat Sorensen | Oct 12, 2021 | Blog
The proposed $3.5 trillion budget-reconciliation package still working its way through Congress contains two provisions that will restrict IRA investments into startups, small businesses, and real estate LLCs. These provisions came as a surprise to the over one...
by Mat Sorensen | Oct 1, 2021 | Blog
Now is the time to speak up if you care about investment choice in your IRA. Our ability to invest our IRAs into real estate, LLCs, small businesses, and start-ups is at risk if the current $3.5 trillion reconciliation bill passes as drafted. This bill is over 800...
