Contents tagged with Tax-Advantaged Accounts

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Do You Have to Pay Taxes on Bitcoin?

By Melissa Finnegan0 Comments
The IRS requires cryptocurrency owners to pay taxes on virtual investments or transactions, however if cryptocurrency, such as Bitcoin, is held in a tax-advantaged IRA, those capital gains taxes can potentially be avoided. Learn more about investing in cryptocurrency in an IRA.  
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Coverdell Education Savings Account FAQs

By Melissa Finnegan0 Comments
What is a Coverdell Education Savings Account? How is a CESA different from a 529? Where can you open a Coverdell Education Savings Account? Who can contribute and how much? Find out the answers to your frequently asked questions about CESAs. 
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Time to Consider a Roth Conversion?

By Elsie Dudukovich0 Comments
While “Christmas in July” can be an amusing theme for parties, sales, and other special events, the middle of the year may be a beneficial time to start researching this potentially complex money movement.  Read More

What's Causing the Bitcoin Bullrun

By Melissa Finnegan0 Comments
Starting on April 1, Bitcoin prices (and a few other cryptocurrencies) began to surge – reaching highs not seen in months. In the latest cryptocurrency investing video, discover what might be causing this recent trend and learn how it fits into broader economic trends.  

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What Impacts Cryptocurrency Markets?

By Melissa Finnegan0 Comments
What potentially impacts cryptocurrency markets? Roger Bryan, Digital Currency Index founder and cryptocurrency investing expert, discusses the four things that currently impact crypto markets and why it matters for cryptocurrency investors.  
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How to Maximize Your IRA Contributions in 2019

By Melissa Finnegan0 Comments
How can you plan ahead in 2019 so you ensure you maximize your potential IRA contributions, particularly for those still catching up on 2018 contributions? Consider downloading our Contribution Tracker to break down how much you can contribute in order to mamximize your 2019 contributions.  Read More

Are IRA Contributions Tax Deductible?

By Melissa Finnegan0 Comments
Are your IRA contributions tax deductible? Your retirement account contributions may qualify as a tax deduction this year. Learn more about the potentially tax-deductible retirement accounts and eligibility to determine how you can potentially reduce your tax burden.  
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Investing in Cryptocurrency: Insights & News from Industry Expert

By Melissa Finnegan0 Comments
Discover the latest in the cryptocurrency investing topics, with detailed insights to six popular coins including Bitcoin, Litecoin, Ripple and others. With information pertaining to crypto industry updates and news, uncover what could be shaping the blockchain industry to help you become a better-informed cryptocurrency investor.   Read More

Roth vs. Traditional IRA - Frequently Asked Questions

By Melissa Finnegan0 Comments
Common questions typically arise as individuals explore various retirement accounts, especially when comparing Traditional IRAs and Roth IRAs. Some of the most frequently asked questions are listed here to potentially help you understand which account may be best for you.  
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Tax Preparation Checklist

By Melissa Finnegan0 Comments
With tax filing deadlines approaching, many individuals are seeking ways to potentially reduce taxes or make it easier to file taxes. Whether you request the assistance of a professional or doing your taxes yourself, utilizing the following checklist may help you prepare for tax season.  
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Top Webinars of 2018

By Heather Taylor0 Comments
These webinars provide valuable, timely insight about topics including real estate investing, note investing, self-directed IRA rules and more. Read More

High Deductible Health Plans: What to Know

By Melissa Finnegan0 Comments
A high deductible health plan (HDHP) is a health insurance plan that has higher deductibles and lower premiums than a traditional health insurance plan. There are some potential advantages to having an HDHP. Learn more about them and decide if it’s the right plan for you.  
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Combat Rising Health Care Rates with an HSA

By Melissa Finnegan0 Comments
Are you missing out on one of the most valuable HSA features? With the cost of health care rising, how are you paying for medical expenses? Learn about the power of an HSA and see if it’s right for you and your future.  
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6 Cryptocurrencies Explained

By Melissa Finnegan2 Comments
From Bitcoin and Bitcoin Cash to Ethereum and Ethereum Classic, what are the differences in each cryptocurrency and how are they different? Learn about six different types of digital currency that you could possibly invest in using Equity Trust’s Digital Asset Platform.  
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6 Ways to Partner Your Self-Directed IRA

By Melissa Finnegan0 Comments
If you find an investment opportunity but lack funds in your IRA, here are ways you can partner your IRA. Find out more about how to co-invest with your self-directed IRA in order to invest in real estate, raw land, tax liens, notes and more.  
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Can a Non-Working Spouse Have an IRA?

By Elsie Dudukovich0 Comments
Some people decide to open joint checking, savings, and credit accounts after they get married.  While it is not possible to have a “joint” retirement account, it is possible for a non-working spouse to open an IRA.  Read More

Don’t Make These IRA Contribution Mistakes

By Brendan Hughes0 Comments
It’s still possible to make contributions to your self-directed IRA for 2015 – you have until the tax-filing deadline, which is April 18 this year Christine Benz of Moringstar.com lists mistakes to avoid if decide to contribute. 
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Are Your Retirement Savings Prepared for the New Economy?

By Elsie Dudukovich0 Comments
Economic trends show an increase in freelancers, consultants, and entrepreneurs as the new standard for employment – a move away from the relatively stable, long term position.  IRA savings follow you – not your position- and rely on you to maximize possible opportunities.    Read More

Top Webinars of 2015

By Brendan Hughes0 Comments
The best of Equity Trust’s webinars in 2015 revealed successful tactics that investors have used to boost their retirement wealth.  Read More

Self-Directed IRAs in the Spotlight

By Heather Taylor0 Comments
Self-directed IRAs continue to receive attention in the mainstream media, a possible sign that more investors are discovering this retirement account and using it as a way to diversify their portfolios. Read More

If You Only Have a 401(k), You Could Be Missing Out

By Elsie Dudukovich0 Comments
If your retirement planning experience is limited to participating in your company’s 401(k), you run the risk of missing out on increasing your retirement savings through business plans or tax diversification through actions such as a Roth conversion.      Read More

You Can Do a Lot with an IRA – But Not That

By Equity Trust Staff2 Comments
Investors enjoy the many benefits (such as potential tax deductions) they can receive by using their Traditional IRAs to invest in alternatives to the stock market, such as real estate or private entities. But even an IRA has its limits, and you should know those limits if you want to avoid taxes and penalties. Read More

Tax-Free Vs. Tax-Deferred Plans

By Keith Blazek0 Comments
Investing in retirement usually involves a bit of strategy, which a team of financial advisors can help with. One topic the advisors will probably discuss is investing in tax-free accounts vs. tax-deferred plans. What’s the difference, and how does it affect retirement investments? Read More

How to Get More out of Your Tax Refund

By Heather Taylor0 Comments
Instead of taking a trip or buying a gadget, some taxpayers who are getting money back from Uncle Sam are using it to plant a seed with growth potential. Find out how you can potentially generate future wealth with your windfall. Read More

Investing in Education Savings Plans

By Heather Taylor0 Comments
Families with children need to think ahead regarding the price of further education, especially if their children are planning on pursuing a four-year (or advanced) degree.
 
There are some investing options available for parents to consider when saving for their children’s education.  Read More