We talk about IRAs a lot. Like, a lot, a lot. Every week in fact! And as tax season is quickly approaching, those of you who are proficient savers may be wondering what the rules and deadlines are. Thankfully, our trusted advisor on this topic, Ed Slott, himself has provided an extensive list for us to cover. We will go over deadlines, contribution limits, compensation for IRA eligibility, Roth IRA contribution rules and IRA trusts.
And if that’s not enough … we are going to talk about the hottest topic out there … GOLD! In the age of inflation, many of our clients have inquired about investing their IRAs in gold. Yes, it can be held in an IRA, but it MUST be done properly.