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" ... First and foremost, if you are interested in using a self-directed IRA to make a private equity investment, you would need to have an account with a custodian that is able to hold those types of investments. The same types of accounts you would find at a brokerage can be self-directed: traditional or Roth IRA, SEP IRA, SIMPLE IRA, Solo 401(k) plan, and outsourced portions of qualified plans. You can even self-direct an education savings account (ESA) or a health savings account (HSA). ... "
" ... If you are required to take an RMD for 2021, your IRA custodian will send you an RMD notice by January 31, 2021. This will include your calculated RMD amount or an offer to calculate the amount upon request. This requirement does not apply to beneficiary IRAs. ... "
" ... Many advisors don’t realize that being independent doesn’t have to mean being alone and managing every component of their firm. An alternative to total independence is to partner with a provider that offers support for advisors. These types of platforms can help an advisor choose their custodian, customize the tech stack to meet their needs and offer products from vetted providers that best meet their clients’ needs. Independent advisors have the freedom and flexibility to work within open architecture, though a given platform may offer a limited set of options for third-party products and services. Still, this option can be a good fit for former wirehouse advisors who bristled at the corporate restrictions but recognized the need for the support provided by their former firms. ... "
" ... Per IRS regulations, only silver held by an IRS-approved third-party custodian or trustee is eligible for inclusion in an IRA. Silver bullion held in one’s own possession at home is ineligible and therefore subject to capital gains taxes. ... "
" ... “I take my position as a custodian of the game very seriously and am committed to working on behalf of all 104 ICC Members to create a sustainable future for our sport,” he said in an official ICC media release on Wednesday. ... "