Self-Directed IRA
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.
September 3, 2024
Self-Directed IRA
Self-Directed IRA Rules Investors Commonly Break
Self-directed IRA rules do exist, and it’s important to know these rules to keep your IRA IRS compliant. Such rules include prohibited investments and disqualified persons.
August 26, 2024
Case Studies
Case Study: Real Estate Investment Using a Self-Directed IRA
Here is a case study about an investor looking to invest in real estate using a Self-Directed IRA.
August 14, 2024
Self-Directed IRA
UBTI Rules and House Flipping with Retirement Accounts
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
August 5, 2024
Self-Directed IRA
Using a Self-Directed IRA for Promissory Notes
The Pocket IRA for Notes/Loans is essentially the self-directed IRA with checkbook control, allowing you to invest in alternative assets, like notes/loans.
July 22, 2024
Self-Directed IRA
3 Tips to Protect Your IRA From Creditors
You can protect your IRA from creditor by setting up a self-directed IRA LLC. IRA protection is also dependent on what state you live in. Nevada offers the maximum asset creditor protection of all states.
July 18, 2024
Self-Directed IRA
Tax Distribution – Secret UBTI Weapon for Self-Directed IRA Investors
A tax distribution assists the members in meeting their federal and state income tax obligations with respect to their allocated net profits, including “phantom income”
June 24, 2024
Self-Directed IRA
Self-Directed IRA Myths Busted
There are several popular Self-Directed IRA myths out there still in 2024 that IRA Financial wants to bust once and for all!
June 17, 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
Self-Directed IRA
The Self-Directed IRA Trust
Generally speaking, using a trust versus an LLC for your Self-Directed IRA is not the wisest choice since there is no asset protection, among other things.
May 29, 2024
