IRA Rules & Regulations
Can my Self-Directed IRA Pay Me?
Generally, you, as the IRA owner and disqualified person, are not allowed to receive compensation from your Self-Directed IRA.
August 9, 2023
Self-Directed IRA
How to Protect Your Self-Directed IRA from Prohibited Transaction Penalties
SECURE Act 2.0 includes a provision to help mitigate prohibited transaction penalties occurring in a Self-Directed IRA.
July 14, 2023
IRA Rules & Regulations
Navigating the Plan Asset Rules for a Self-Directed IRA Investment
It’s imperative that a Self-Directed IRA investor understand the plan asset rules and not engage in a prohibited transaction which may disqualify your IRA
July 11, 2023
IRA Rules & Regulations
Making Sense of the Inherited IRA Rules
The original SECURE Act muddled up the Inherited IRA rules in regards to non-spousal beneficiaries and RMDs; where do we stand in 2023?
May 8, 2023
IRA Rules & Regulations
SECURE Act 2.0 & New SEP Roth IRA Contributions
SECURE Act 2.0 give small business owners the option to make SEP Roth IRA contributions starting in 2023.
April 20, 2023
Self-Directed IRA
Can I be an Officer of a Company my IRA will Invest In?
The prohibited transaction rules dictate when an IRA investment can be made – being an officer at a company doesn’t automatically preclude it from being invested in.
February 21, 2023
IRA Rules & Regulations
Real Estate UBTI – When Does it Apply?
In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining
February 4, 2023
IRA Rules & Regulations
New 2023 RMD Rules You Need to Know
As you get closer to retirement age, you need to be mindful of the required minimum distribution (RMD) rules so you are withdrawing the required amount once you reach age 73.
January 31, 2023
Self-Directed IRA
Keep Your Self-Directed IRA LLC in IRS Compliance
It’s important to keep your Self-Directed IRA LLC in IRS compliance so that you do not lose the tax advantages of the plan.
January 24, 2023
Self-Directed IRA
SECURE Act 2.0 Provisions Impacting Self-Directed IRAs
SECURE Act 2.0 provisions related to Self-Directed IRAs will help you better save for retirement and mitigate penalties on a mistake that is made.
January 5, 2023
