Case Studies
Case Study: Using a Self-Directed Roth IRA to Invest in a Private Placement
Here is a case study about an investor using a Self-Directed Roth IRA to invest in a private placement to reap the tax benefits.
August 29, 2024
Real Estate
Tax-Free Real Estate Carried Interest Strategy
For real estate fund managers, taking advantage of the preferential tax treatment for carried interest has always been crucial, especially if one uses a Roth IRA.
July 8, 2024
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
Roth IRA
4 Best Ways to Boost Your Roth IRA
The best ways to boost your Roth IRA are direct contributions, Roth 401(k) employee deferrals, the Roth IRA conversion, and the Backdoor Roth.
May 22, 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
Roth IRA
College Students and The Roth IRA
A Roth IRA is a great solution for college students as it builds wealth, increases standing, and will build on itself through the years.
March 11, 2024
Roth IRA
How to Use a Roth IRA to Buy & Sell Your Start-Up Tax-Free
Investing in start-up stock with a Roth IRA is a low-risk, high-reward proposition that could lead to huge tax-free distributions during retirement.
March 11, 2024
IRA Rules & Regulations
Roth IRA Distribution Rules
When analyzing the Roth IRA distribution rules, it is important to examine them based on the origin of the Roth IRA funds.
March 8, 2024
Self-Directed IRA
How to Transfer a Roth IRA to a Self-Directed Roth IRA
Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a Self-Directed Roth IRA structure. Individuals may not rollover Roth IRA
February 14, 2024
Roth IRA
How to Start a Roth IRA for my Child
Starting a Roth IRA for your child is quite simple, however you need to make sure he or she has earned income which is needed to make contributions to the plan.
February 14, 2024
