
Capital Gains Tax and the Self-Directed IRA
Most investments are subject to the capital gains tax regime. However, when they are held in a Self-Directed IRA, those taxes are deferred.
Most investments are subject to the capital gains tax regime. However, when they are held in a Self-Directed IRA, those taxes are deferred.
Generally, you, as the IRA owner and disqualified person, are not allowed to receive compensation from your Self-Directed IRA.
SECURE Act 2.0 includes a provision to help mitigate prohibited transaction penalties occurring in a Self-Directed IRA.
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
The original SECURE Act muddled up the Inherited IRA rules in regards to non-spousal beneficiaries and RMDs; where do we stand in 2023?
Option trading involving puts, calls, and other securities lending transactions will trigger the UBTI tax in certain situations.
SECURE Act 2.0 give small business owners the option to make SEP Roth IRA contributions starting in 2023.
While it is possible to gift an IRA to an individual, it is much more straightforward when gifting one to a qualified charity.
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.
Generally, you cannot personally benefit from a property owned by your Self-Directed IRA since it violates the prohibited transaction rules; but there may be situations it doesn’t.
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IRA Financial Group
1691 Michigan Avenue, #335
Miami Beach, FL 33139