Self-Directed IRA
Carried Interest in Your Roth IRA
The ability for a general partner or fund manager to shift a carried interest to a Roth IRA is an extremely tax advantageous opportunity.
May 30, 2024
Self-Directed IRA
The Self-Directed IRA Trust
Generally speaking, using a trust versus an LLC for your Self-Directed IRA is not the wisest choice since there is no asset protection, among other things.
May 29, 2024
Self-Directed IRA
Estate Planning Opportunities with a Self-Directed Roth IRA
There are significant tax benefits in using a Self-Directed Roth IRA LLC to make investments. However, the Roth IRA also offers several very exciting estate
May 20, 2024
Self-Directed IRA
Self-Directed IRA to Flip Homes Tax Free
Flip homes with your self-directed IRA funds. Gain checkbook control to purchase real estate on the spot and have complete authority of your IRA.
May 15, 2024
Self-Directed IRA
The Best Self-Directed IRA Solutions for 2024
Here are the best Self-Directed IRA Solutions for 2024 – full service and the Checkbook Control IRA.
May 8, 2024
Self-Directed IRA
3 Reasons to Start a Self-Directed IRA
The Self-Directed IRA has become the fastest-growing retirement product for individual investors. Over the last several years, millions of Americans have turned to the Self-Directed
April 30, 2024
Self-Directed IRA
How Smart Investors Use a Self-Directed IRA
Not all Self-Directed IRAs are the same. The reason for this is that most Self-Directed IRA companies are only offering one type of Self-Directed IRA
April 4, 2024
Self-Directed IRA
Swanson v. Commissioner, 106 T.C. 76 (1996)
Swanson v. Commissioner, 106 T.C. 76 (1996) Swanson v. Commissioner, 106 T.C. 76 (1996) is a landmark case confirming the ability of IRAs to create
April 3, 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
