Retirement Planning – Self-Directed Retirement Funds – LNK Tax Group

Retirement Planning – Self-Directed Retirement Funds – LNK Tax Group

Retirement Planning

A self-directed individual retirement account (SDIRA) is an individual retirement account (IRA) in which the investor is in charge of making all the investment decisions. The self-directed IRA provides the investor with greater opportunity for asset diversification outside of traditional stocks, bonds, and mutual funds. Self-directed IRAs can invest in real estate, private market securities and more. All securities and investments are held in an account administered by a custodian or trustee.

Annual individual contributions to traditional IRAs cannot exceed $5,500 in most cases. If you’re 50 or older, you can contribute up to $6,500 per year using catch-up contributions.

Tax Savings Range:tax rate times contributions

Our Thoughts: At LNK Tax Group, we pride ourselves on creative strategies.  Maximizing your retirement and tax savings should be left to your trusted financial advisor and LNK Tax Group. Book a free 20 minute consultation with LNK Tax Group and let us help you on the path to retirement.

Disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you  that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the  Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.


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