5 Minute Read Most investments are subject to the capital gains tax regime. However, when they are held in a Self-Directed IRA, those taxes are deferred.
4 Minute Read One can utilize some different strategies to avoid UBTI when using Self-Directed IRA funds to invest in a business.
5 Minute Read Certain investments made through a retirement plan may be subject to unrelated business tax, UBTI. Learn ways to avoid paying more taxes.
4 Minute Read Some Self-Directed IRA investments may be taxable – identifying UBTI on Form K-1 is one way to know when your investment is taxable.
4 Minute Read Investing in collectibles via an investment fund may be one way to get around the prohibited transaction rules of the Self-Directed IRA.
4 Minute Read The SECURE Act 2.0 contains some significant IRA and 401(k) changes, including new RMD age, expand and ‘Roth-ify’ Catch-up contributions, higher IRA catch-up contributions for those from age 62-65, and much more.
5 Minute Read Holding an Airbnb in your IRA makes for an interesting investment choice as it provides a nice stream of income, however, beware of the UBTI rules.
3 Minute Read Holding cryptocurrency in a cold wallet has been determined in the McNulty case to be somewhat problematic.
3 Minute Read Valuing Alternative Assets In A Self-Directed IRA Every IRA custodian must annually report the fair market value of each IRA it holds to the Internal…
9 Minute Read Learn all about the Self-Directed Roth IRA Prohibited Transactions Rules found in IRC 4975 that could cause your IRA to be disqualified.