Self-Directed IRA
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.
August 29, 2023
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
Does UBTI Apply to Margin Use for Option Trading?
Option trading involving puts, calls, and other securities lending transactions will trigger the UBTI tax in certain situations.
April 26, 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
IRA Rules & Regulations
Can You Gift an IRA?
While it is possible to gift an IRA to an individual, it is much more straightforward when gifting one to a qualified charity.
March 29, 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.
March 24, 2023
Self-Directed IRA
Can I Rent Property Owned by my Self-Directed IRA?
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.
March 7, 2023
