Self-Directed IRA
Questions to Ask Before Making a Self-Directed IRA Investment
One should consider the IRS prohibited transaction rules, the UBTI tax rules, and how best to structure the investment.
October 31, 2024
IRA Rules & Regulations
Understanding UBTI in a Retirement Account: What Investors Need to Know
Understanding UBTI and how it affects retirement accounts, the types of investments that can trigger the tax, and strategies to manage or avoid UBTI-related taxes will be discussed in the following.
September 16, 2024
Self-Directed IRA
Self-Directed IRA Rules Investors Commonly Break
Self-directed IRA rules do exist, and it’s important to know these rules to keep your IRA IRS compliant. Such rules include prohibited investments and disqualified persons.
August 26, 2024
Self-Directed IRA
UBTI Rules and House Flipping with Retirement Accounts
It’s easy to flip homes or engage in a real estate transaction with a Solo 401(k) plan. It’s as easy as writing a check from
August 5, 2024
IRA Rules & Regulations
The Rollins Case & The Self-Directed IRA Prohibited Transaction Lesson
Learn from the Rollins case: Prohibited transactions can happen unintentionally with non-disqualified entities. Understanding the rules is crucial to avoid IRS issues.
July 29, 2024
IRA Rules & Regulations
Final RMD Regulations for Your Self-Directed IRA
RMD regulations have finally been finalized by the IRS and Treasury Department on July, 19, 2024.
July 24, 2024
IRA Rules & Regulations
IRA Transfer and Rollover Rules
The IRA Transfer and Rollover Rules dictate how you can move retirement funds from either an IRA or 401(k) to a new or existing IRA.
July 10, 2024
IRA Rules & Regulations
Inherited IRA Transfer Guidelines
Inherited IRA Transfer Guidelines – Know your options when you wish to invest with IRA funds as a beneficiary.
June 26, 2024
Self-Directed IRA
Peek v. Commissioner – Important IRA Loan Rules
In Peek v. Commissioner, the Tax Court ruled that a personal guarantee of a loan by a corporation owned by the individual’s IRA is a prohibited transaction.
April 3, 2024
Self-Directed IRA
What is a K-1 and How Does it Affect my IRA?
If your Self-Directed IRA LLC is a multi-member entity, you must file Form 1065 and Schedule K-1, but generally, no taxes are due.
April 1, 2024
