Roth IRA
2021 Self-Directed IRA Contribution Deadline
The deadline to make a Self-Directed IRA contribution for 2021 is April 18, 2022. You can make a contribution in pretax or as a Roth.
March 30, 2022
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
December 14, 2021
IRA Rules & Regulations
Excess Roth IRA Contributions – Are They Worth the Risk?
Penalties for violating IRS rules tend to override potential value derived from the transaction with excess Roth IRA contributions being the one exception.
December 13, 2021
Self-Directed IRA
Self-Directed Roth IRA
The Self-Directed Roth IRA Secret – you can use your Roth IRA to make non-traditional investments tax-free. Self-Directed IRAs allow you to invest in what you know best.
December 8, 2021
Self-Directed IRA
The Self-Directed Roth IRA LLC
The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion of using an entity owned by an
December 8, 2021
Self-Directed IRA
Self-Directed Roth IRA LLC
The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion of using an entity owned by an
December 8, 2021
IRA Rules & Regulations
2022 IRA Contribution Limit Announced
The IRS has released its 2022 IRA Contribution Limit, which sees no increase to how much one can save in an individual retirement account.
November 5, 2021
Roth IRA
Peter Thiel and the $5 Billion Roth IRA
Peter Thiel, co-founder of PayPal, takes advantage of the Roth IRA to amass a $5 billion fortune, and it’s all tax free during retirement!
June 28, 2021
Roth IRA
IRS Loses Attack on Self-Directed Roth IRA
The IRS loses its attack on the Self-Directed Roth IRA as the 9th Circuit reverses the Tax Court in Mazzei v. Commissioner.
June 25, 2021
Roth IRA
Using an IRA to Buy a Home
Using an IRA to buy a home may be a good solution for those who need extra cash and can afford to use retirement funds to make the purchase.
June 18, 2021
