Documenting Cost Basis for Crypto Contributions

Keeping accurate records of crypto contributions is crucial—learn how to document your cost basis effectively to stay compliant and maximize your benefits.

Integrating Bitcoin With Stocks and Bonds in a Balanced Retirement Portfolio

Integrating Bitcoin with stocks and bonds can diversify your retirement portfolio and potentially boost growth—discover how this innovative approach may benefit your financial future.

Self‑Directed IRAs Beyond Gold and Crypto: Opportunities and Risks

With a Self‑Directed IRA, you can explore investments beyond gold and crypto,…

Pro‑Rata Rule for After‑Tax Contributions Explained

Just understanding the pro-rata rule for after-tax contributions can help you manage taxes effectively—discover how it impacts your IRA strategies.

Why Filing IRS Form 8606 Matters: Tracking Your IRA Basis

Only by properly filing IRS Form 8606 can you accurately track your IRA basis and ensure your retirement taxes remain correct.

2025 Executive Order Opens 401(k)s to Digital Assets Via ETFs and Trusts

Unlock new retirement investment opportunities with the 2025 Executive Order expanding 401(k) options to digital assets through ETFs and trusts, but what are the implications?

Top 10 Questions to Ask Before Opening an IRA

Are you asking the right questions before opening an IRA to ensure it fits your financial goals? Continue reading to discover the essential considerations.

Should You Hedge Your IRA With Both Bitcoin and Gold?

Growing your IRA with Bitcoin and gold offers potential rewards and risks—discover if this balanced hedge suits your financial goals.

What to Do With an Inherited IRA (Before You Blow It)

IInheriting an IRA requires quick, strategic decisions to maximize benefits and avoid costly mistakes—discover the essential steps to handle it wisely.

Is Real Estate in an IRA a Smart Move?

Keen investors wonder if real estate in an IRA is smart—discover the benefits and pitfalls before making your move.