Solo 401(k) & The Law

June 19th, 2013

The Employee Retirement Income Security Act of 1974 ( ERISA) ( Pub.L. 93-406, 88  Stat. 829, enacted September 2, 1974) is an American federal statute that establishes minimum standards for pension plans in private industry and provides for extensive rules on the federal income tax effects of transactions associated with employee benefit plans. ERISA contained sweeping changes [...]

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Does Investing in a Storage Facility with Retirement Funds Trigger the Unrelated Business Taxable Income?

June 17th, 2013

In general, when a charity or retirement account, such as an IRA or 401(k) Plan invest in income producing real estate, the rental income attributable such activity is generally exempt from tax. These investments are usually structured so that income derived from the real estate is exempt from the federal income tax on unrelated business [...]

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Should I do a Roth IRA Conversion with My Self Directed IRA?

May 6th, 2011

When determining whether to make a Roth IRA conversion with a Self Directed IRA, it’s important to consider the following factors:

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