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Beware of Fraudulent Investment Opportunities
We have recently seen a marked increase in fraudulent investment schemes targeting holders of self-directed retirement accounts.
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The New Threat to Your IRA: An IRS Crackdown
The IRS is cracking down on violations of the picky rules around IRAs.
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STC in Frederick County Association of Realtors Online Newsletter
Maryland attorney, Patrick F. McLister, discusses Security Trust Company and the purchase of real estate with self-directed IRAs in the January/February 2009 issue of the Frederick County Association of Realtors online newsletter, Page 6.
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Five Things to Consider Before Consolidating Retirement Accounts
Edward Collins, founder and wealth adviser at Artisan Wealth Management in Lebanon, NJ, recommends consolidating retirement assets in a self-directed IRA.
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401(K)s for Solo Businesses
Jane Hodges of The Wall Street Journal discusses the variety of retirement savings options available to sole proprietors.
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Retire Without Taxes
Learn about the ins and outs of Roth IRA's with Money Magazine's "Retire Without Taxes" article which focuses on what makes a Roth unique and how to make the most your Roth IRA. Roth IRAs can also be self-directed through Security Trust Company.
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Self-directed IRA Administrator Helps Financial Professionals Increase Client Base
By launching a cooperative business development program for financial professionals early this month, STC is showing how new opportunities, in the world of self-directed investing, can grow their businesses.
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IRS Memorandum
Recently, several STC clients have contacted our Client Services Department to discuss the possibility of using IRA or 401(k) rollover funds to finance a startup business that they would receive compensation from.
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Demystifying Unrelated Business Income Tax: What You Need to Know
In the world of self-directed IRA’s we are constantly dealing with areas of gray, none more so than Unrelated Business Income Tax (UBIT). As soon as you have a good handle of the types of transactions that you can do, you have to figure out if the income that those investments generate is taxable.
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2010: The Year of the Roth Conversion?
Rich Arzaga of Journal of Accountancy explains how previously ineligible high income taxpayers will now be eligible to convert their traditional IRAs to Roth IRAs.
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