For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Scott Bessent said a tariff “dividend” of at least $2,000 could come via the tax cuts passed in the signature economic policy bill earlier this year.
Most investors think self-directed IRAs are limited to stocks and bonds. Brad Kraft, President of Provident Trust Group (PTG), explains how advisors can help clients access a far broader universe—from real estate and private equity to LLCs and early-stage businesses. Kraft shares how PTG’s entrepreneurial culture, proprietary technology, and flat-fee pricing structure make alternative investing more accessible while maintaining the trust clients expect.