Self-Directed IRA
Airbnb in Your IRA – Will it Trigger UBTI?
Holding an Airbnb in your IRA makes for an interesting investment choice as it provides a nice stream of income, however, beware of the UBTI rules.
April 1, 2024
Self-Directed IRA
The Self-Directed IRA Rollover Rules
A Self-Directed IRA rollover is the most common way to transfer assets/funds from your current retiremnt plan to the self-directed IRA.
March 15, 2024
Self-Directed IRA
Self-Directed SEP IRA
A Self-Directed SEP IRA allows small business owners and the self-employed to make investments in both traditional investments as well as non-traditional investments.
March 11, 2024
IRA Rules & Regulations
Roth IRA Distribution Rules
When analyzing the Roth IRA distribution rules, it is important to examine them based on the origin of the Roth IRA funds.
March 8, 2024
IRA Rules & Regulations
Correcting a Prohibited Transaction
When correcting a prohibited transaction, you must undo the transaction so as to not be penalized, or in the case of an IRA, lose your tax-exempt account.
February 26, 2024
Self-Directed IRA
Can a Self-Directed IRA Invest into a Company I Serve as a Director?
Investing in a company that you are personally involved with may be allowable with Self-Directed IRA funds, however, beware of the IRS rules
February 8, 2024
Self-Directed IRA
UBIT Blocker Corporation & Your IRA Investment
There are certain investments that an IRA or 401(k) can make that are taxable. The UBIT blocker corporation can help reduce or eliminate those taxes.
February 6, 2024
Self-Directed IRA
How to Complete a Self-Directed IRA Rollover
Self-Directed IRA Rollover – A Self-Directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from another plan.
January 4, 2024
Self-Directed IRA
Tax Requirements for a Self-Directed IRA
Does a Self-Directed IRA file a tax return? There are few tax requirements for a Self-Directed IRA generally, apart from informational forms.
January 3, 2024
Self-Directed IRA
Self-Directed IRA Contribution Limits
Each year, the IRS sets the Self-Directed IRA contribution limits. This is the maximum amount you may directly contribute to your plan annually.
January 2, 2024
