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Learn About Self Directed Retirement Accounts, Alternative Assets, General IRA Information, & More!
Are you looking to learn about self directed retirement accounts or alternative assets? Dive into the Midland blog! Midland regularly posts articles on various topics within the financial, self directed IRA, and alternative asset industries. Check out all of our IRA articles below.
Can’t find what you’re looking for? Contact Midland Trust to suggest a new article topic for our blog & to have your questions answered by one of our experts.
For information regarding 1031 exchanges, view the Midland 1031 blog, contact Midland 1031 or visit www.midland1031.com.
Contribution Limit Changes for 2023
11/04/2022Interest rates have been rapidly increasing, reaching a four-decade high as of June 2022. To combat inflation, the IR...
Midland Partners with SWFL Collaboratory to Create $10,000 Hurricane Relief Fund
10/28/2022September 28th changed the lives of many residents in Southwest Florida forever. Hurricane Ian, a catastrophic Catego...
Hurricane Ian Tax Relief: Everything You Need to Know
10/06/2022Individuals and businesses impacted by Hurricane Ian now qualify for tax relief. Following the recent disaster declar...
Investing in an Airbnb Using Retirement Funds
08/23/2022The way we travel has changed in the past few years due to the growing vacation rental industry. Vacation rentals giv...
Three Tips for How to Buy Property in an IRA
08/11/2022Learning how to buy real estate in your IRA can feel overwhelming if you have never done it before. So to simplify th...
Investing in NFTs in an IRA
07/28/2022There is a relatively new asset class clients have inquired about called NFTs. NFTs have been a popular topic of conv...
5 Reasons Why I Should Add A Beneficiary
07/21/2022Listing a beneficiary on your IRA costs nothing and will save time and possibly money for your heirs. Before we get i...
Understanding Self-Directed IRAs
05/27/2022There are many things in our lives we have no control over. From weather to traffic, to the constant wear of life cha...
Why Invest Retirement Money in Alternative Assets
05/24/2022Investing retirement money in alternative assets allows investors to diversify their portfolio, take advantage of the...
Top Tips for Investment Safety in Your Self-Directed IRA
04/27/2022When choosing to invest in a self-directed IRA, it is important to do your due diligence when picking an investment; ...
IRS Form 5498: IRA Contributions Questions and Answers
04/20/2022As the tax filing deadline approaches, people have questions about the forms and filing requirements related to their...
Midland Trust Fort Myers has Moved
04/12/2022Midland is excited to announce the move to our new headquarters in Fort Myers, FL! On March 21st, we officially moved...
Midland Helps Keep Lee County Beautiful
03/21/2022At Midland we love to volunteer and give back to the community. Midland is known for making donations and volunteerin...
2021 Year-End Tax Planning Tips
12/02/2021It’s time to start thinking about year-end tax planning. 2021 is coming to a close, and there is no better time to st...
Cryptocurrency IRA for Beginners
10/29/2021As cryptocurrency grows in popularity, we are seeing that trend grow in self-directed IRAs as well. Investors look at...
New Article Featured on Forbes
10/26/2021Did you see our latest article on Forbes? Brandon Hall, Chief Operating Officer of Midland Trust, wrote an article di...
Bitcoin ETF in a Self-Directed IRA
10/19/2021Changes are coming fast in the cryptocurrency world. Starting this week, clients will be able to hold a new Bitcoin E...
Congress Wants to Limit Choice and Growth in Your Self Directed IRA
09/24/2021For the first time in the history of the United States, Congress is proposing the forced distribution of IRA accounts...
Congress Takes Aim at Retirement Saving
09/17/2021Rather suddenly and without warning, a proposal to limit and control IRA accounts has been added in the House Ways an...
Support Local Businesses With an IRA
09/02/2021The pandemic affected many small businesses with lockdowns and mandates. Companies had to adjust on the fly, temporar...
Midland Crece a Través de la Tecnología y Su Personal Para Brindar Un Mejor Servicio a Los Clientes
08/26/2021En Midland siempre estamos encontrando formas de diferenciarnos de nuestros competidores. Escuchamos las recomendacio...
Midland Grows Through Technology and Staff to Better Serve Clients
08/26/2021At Midland, we are always finding ways to differentiate ourselves from our competitors. We listen to our clients’ fee...
Unique Investments in IRAs in 2021
07/29/2021Self-directed IRAs are downright fantastic. They let you invest in almost any type of passive investment. Clients can...
SIMPLE IRA – A Complete Guide
06/10/2021What Is a SIMPLE IRA? SIMPLE IRA stands for Savings Incentive Match Plan for Employees (SIMPLE) Individual Retirement...
Futures and Forex Trading in an IRA – The Midland Process, Explained
06/03/2021The process of futures and forex can seem hard at first. But, after breaking it down, you begin to see a clearer pict...
SEP IRA – A Complete Guide by Midland Trust
05/27/2021What Is a SEP IRA? SEP IRA stands for Simplified Employee Pension (SEP) Individual Retirement Account (IRA). A SEP is...
Retirement Plans for Small Business Owners
04/08/2021Available Retirement Plan Options for Small Business Owners Choosing from available retirement plan options for your ...
HSA – the Secret IRA Wealth Builder
03/18/2021Do you want to know the best ways to build wealth for retirement? There are many ways to generate tax-deferred growth...
How to Onboard Investors to Your New Fund
03/11/2021As fund managers bringing investors to commitment, you need a robust investor onboarding process in place. This assur...
Real Estate IRA Funds Accounting
02/25/2021Self-directed retirement accounts that hold real estate are commonly called real estate IRAs. The administration and ...
Invest in Plant-Based Industries with a Self-Directed IRA
02/18/2021Plant-based foods are becoming more popular. I read Fiber Fueled, a book on health effects based on the foods we eat....
Self-Directed IRA Investments Guide – New Year, New Investment
01/21/2021Happy New Year! We are all hoping to start fresh this year. As a result, we put some self-directed IRA investment inf...
Sarasota Real Estate Is Booming for Investors
01/07/2021Sarasota has developed as Florida’s cultural hub, long known for its vibrant arts community, tasty restaurants, uniqu...
Individual 401(k) Plans – Investment Benefits and Qualifications
12/08/2020As an experienced custodian, we have seen over 10,000 clients purchase real estate in their IRAs. Whether you are new...
Required Minimum Distributions (RMD) in an IRA: The Basics
11/12/2020If you have a Traditional IRA and you are 72, you have a required minimum distribution or RMD. For every pre-tax reti...
Real Estate and UDFI Tax
10/29/2020Unrelated Debt-Financed Income (UDFI) Tax: What Real Estate Investors Need to Know WHAT IS UNRELATED DEBT-FINANCED IN...
Credit Card Debt Management Tips
10/01/2020Many of us did not learn how to budget in college or from our parents. This vital life lesson is a rude awakening, an...
SEC Announces New Accredited Investor Status
09/24/2020In August 2020, the Securities and Exchange Commission (SEC) adjusted its definition of an “accredited investor” for ...
Budgeting With the Goal to Save and Invest for Millennials
09/10/2020Budgeting can be an essential tool for financial success. Many personal finance experts suggest creating a budget as ...
Lend Money From an IRA or Other Retirement Account
09/03/2020How to Lend Money from Your IRA Yes, you can lend money from your retirement account. It’s called hard money lending,...
Florida Self-Directed IRAs
08/31/2020Investors in Florida have utilized self-directed IRAs as a tax strategy when buying and selling investments for over ...
Sanibel Real Estate Investment Strategies
08/28/2020Sanibel and Captiva Islands (SanCap) are known for their beautiful beaches. They also have some of the world’s most u...
Budgeting Made Simple for Millennials
08/27/2020Adulting is a term Millennials like to use when life hits you hard, wishing you could relive the days of being a kid ...
Health Savings Account: a Triple Tax Advantage
08/20/2020Health Savings Accounts A Health Savings account (HSA) is a tax-exempt account that will allow you to pay for a diver...
Bitcoin Investing Options, Including IRAs
08/13/2020What Is Bitcoin? By now, everyone should have heard of Bitcoin at some point in the last few years. If you can recall...
Tips to Handle Your Inheritance
08/06/2020Baby Boomers are currently the wealthiest generation in history. But going forward, the Gen-Xers and Millennials are ...
Utilizing Non-Recourse Loans in Your Self-Directed Retirement Plan
07/30/2020Self-Directed retirement plans grant investors access to a vast number of investment opportunities. Something that in...
Foreign Investing IRA
07/23/2020Diversification is the key to investment success. If your current portfolio holds a variety of publicly traded securi...
How to Invest in Gold and Silver in an IRA
05/29/2020Most financial professionals across the globe agree that asset diversification can be a key to success. A self-direct...
INVESTING IN REAL ESTATE WITH YOUR CHILDREN
05/21/2020I learned about investing when my father introduced me to his brokerage account at a young age. It was through him th...
Trading Commodities in Retirement Accounts
05/08/2020With the uncertainty and ever-changing nature of the stock market, commodities trading has become much more attractiv...
Prevent IRA Investment Scam and Fraud
05/06/2020With the Pandemic of 2020, there have and will be significant changes in our lives. These changes create opportunitie...
Ideas for Finding Real Estate Investments for Your IRA
04/30/2020So you want to purchase real estate in your IRA account? Most people do not even know that you can do this. Yes, you ...
Loan Money Like a Bank
04/23/2020Wouldn’t it be nice to be a bank and lend money out for a 30-year mortgage at a fixed rate of return secured by the p...
Options for Taking An RMD When Your Account is Illiquid
02/06/20202020 brings changes to the Required Minimum Distribution rules, such as anyone under 70.5 may now wait until they tur...
Trading Futures and Forex in a Retirement Account
01/16/2020Most investors are looking to maintain their current standard of living once they reach the golden years of retiremen...
Top 3 Reasons to Use a Self Directed IRA LLC to Invest
03/01/2020Single-Member LLCs used to invest in an IRA are also known as checkbook or checkbook control IRAs. Often called a sel...
What Is a Self-Directed IRA?
05/12/2017Most people understand traditional and Roth IRAs, 401(k)s, and even SEP and SIMPLE plans for small business owners. B...
Taking on Debt in a Self-Directed IRA
06/19/2015Most people do not realize that an IRA can actually borrow money and take on debt. IRS regulations require that the d...
