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.
5 Minute Read Self-Directed IRA UBTI – In general, most passive investments that your Self Directed IRA LLC might invest in are exempt from UBTI.
5 Minute Read The ability to invest retirement funds in a newly established special purpose entity owned 100% by an IRA and managed by the IRA holder has…
3 Minute Read If you engage in a Self-Directed IRA prohibited transaction, you risk your plan getting disqualified and losing out on the benefits of the IRA.
5 Minute Read A Self-Directed SEP IRA allows small business owners and the self-employed to make investments in both traditional investments as well as non-traditional investments.
6 Minute Read Self-Directed IRA Rollover – A Self-Directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from another plan.