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.
One should consider the IRS prohibited transaction rules, the UBTI tax rules, and how best to structure the investment.
A Self-Directed IRA rollover is the most common way to transfer assets/funds from your current retiremnt plan to the self-directed IRA.
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
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.
When analyzing the Roth IRA distribution rules, it is important to examine them based on the origin of the Roth IRA funds.
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.
Does a Self-Directed IRA file a tax return? There are few tax requirements for a Self-Directed IRA generally, apart from informational forms.
Each year, the IRS sets the Self-Directed IRA contribution limits. This is the maximum amount you may directly contribute to your plan annually.
A Self-Directed IRA allows you to make alternative asset investments with your retirement funds. In other words, it gives you more options than just traditional
Option trading involving puts, calls, and other securities lending transactions will trigger the UBTI tax in certain situations.
Subscribe to stay updated on everything self-directed retirement, and learn how your investments are affected by current events and changes in the law.
Contact IRA Financial at 1-800-472-0646 or fill out the form to learn more about opening a self-directed retirement account.
Click here to schedule a call instead.
We don’t share your personal information with anyone. Check out our Privacy Policy for more information.
[email protected]
1-800-472-0646
IRA Financial Group
1691 Michigan Avenue, #335
Miami Beach, FL 33139