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Gold IRA Rollovers
  • Gold IRA
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John

258 posts
  • Tax & Legal Guidance

How to Document In‑Kind Distributions From a Precious Metals IRA

in kind distribution documentation
Navigating in-kind distributions from a precious metals IRA requires detailed documentation to ensure IRS compliance and accurate reporting; learn how to properly record your distributions to stay compliant.
  • John
  • October 21, 2025
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  • Tax & Legal Guidance

Capital Gains vs. Collectibles Tax: The Truth About Gold Sales

gold sale tax differences
Inequities in tax rates for gold sales hinge on whether it’s classified as a collectible or an investment—discover the key differences.
  • John
  • October 19, 2025
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  • Tax & Legal Guidance

SECURE Act 2.0 Changes and Their Impact on Gold IRAs

secure act 2 0 gold ira
Navigating SECURE Act 2.0 changes reveals how increased contribution limits and delayed RMDs could reshape your Gold IRA strategy—learn more to stay ahead.
  • John
  • October 17, 2025
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  • Tax & Legal Guidance

Audit Red Flags: How to Keep Your Gold IRA Fully Compliant

gold ira audit warning
Never ignore warning signs in your Gold IRA—discover key red flags that could jeopardize your compliance and what you need to do next.
  • John
  • October 15, 2025
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  • Tax & Legal Guidance

Navigating UBTI When Holding Gold Mining Stocks Inside an IRA

ira ubti gold stocks
Just understanding UBTI rules can prevent unexpected taxes when holding gold mining stocks in an IRA; discover how to navigate this complex topic effectively.
  • John
  • October 13, 2025
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  • Tax & Legal Guidance

Form 5498 Decoded: Reporting Your Gold IRA Contributions Correctly

ira gold contribution reporting
Navigating Form 5498 for your Gold IRA contributions can be complex; understanding how to report assets correctly ensures IRS compliance.
  • John
  • October 11, 2025
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  • Tax & Legal Guidance

State Sales Tax Exemptions on Bullion: What Investors Should Know

bullion tax exemption details
Considering state sales tax exemptions on bullion can significantly impact your investment costs; discover which states offer the best benefits and why it matters.
  • John
  • October 9, 2025
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  • Tax & Legal Guidance

Understanding Prohibited Transactions in Self‑Directed IRAs

prohibited ira transactions rules
What you need to know about prohibited transactions in self-directed IRAs can help protect your retirement savings from costly mistakes.
  • John
  • October 7, 2025
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  • Tax & Legal Guidance

Avoiding the Tax Pitfalls of Indirect IRA Rollovers

ira rollover tax rules
Learning how to avoid tax pitfalls in indirect IRA rollovers can save you money and prevent costly penalties—discover the key tips to stay compliant.
  • John
  • October 5, 2025
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  • Tax & Legal Guidance

IRS‑Approved Metals: What Qualifies for Your Gold IRA in 2025

approved gold ira metals
Gold IRA approved metals in 2025 must meet strict purity and storage standards—discover what qualifies and how to stay compliant.
  • John
  • October 3, 2025
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five year roth rule
  • Tax & Legal Guidance

Explaining the 5-Year Rule for Roth IRAs (Contributions & Conversions)

Learning how the 5-year rule impacts Roth IRA withdrawals helps you maximize tax…
  • Jennifer
  • December 5, 2025
tax advantaged retirement conversion
  • Tax & Legal Guidance

Backdoor Roth IRA: A Strategy for High Earners to Grow Retirement Savings

Backdoor Roth IRAs offer high earners a way to grow tax-free retirement savings, but…
  • Jennifer
  • December 4, 2025
comparing metals and property
  • Precious Metals Fundamentals

Precious Metals vs. Real Estate: Diversifying Your Alternative Assets

Precious metals and real estate each offer unique diversification benefits; explore how…
  • Jennifer
  • December 4, 2025
bitcoin halving s market impact
  • Crypto News

Bitcoin’s 2024 Halving: How It Influenced Crypto Markets in 2025

Just as Bitcoin's 2024 halving reduced supply, its ripple effects in 2025 reveal…
  • Jennifer
  • December 3, 2025
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