IRA Rules & Regulations
Can You Gift an IRA?
While it is possible to gift an IRA to an individual, it is much more straightforward when gifting one to a qualified charity.
November 15, 2023
IRA Rules & Regulations
How to Avoid Unrelated Business Taxes (UBTI) in a Self-Directed IRA
Certain investments made through a retirement plan may be subject to unrelated business tax, UBTI. Learn ways to avoid paying more taxes.
October 25, 2023
Self-Directed IRA
Self-Directed IRA Prohibited Transactions
Learn all about the Self-Directed Roth IRA Prohibited Transactions Rules found in IRC 4975 that could cause your IRA to be disqualified.
October 24, 2023
IRA Rules & Regulations
Partnering with an IRA – Is it a Good Idea?
You may consider partnering with your IRA on an expensive investment, however you must be aware of the prohibited transaction rules before doing so.
October 17, 2023
IRA Rules & Regulations
The Corporate Transparency Act & Impact on Your Self-Directed IRA LLC
The Corporate Transparency Act (CTA) is the government’s latest legislation seeking to compile data about your business and its beneficial owner(s)
October 12, 2023
Self-Directed IRA
Capital Gains Tax and the Self-Directed IRA
Most investments are subject to the capital gains tax regime. However, when they are held in a Self-Directed IRA, those taxes are deferred.
August 29, 2023
IRA Rules & Regulations
Can my Self-Directed IRA Pay Me?
Generally, you, as the IRA owner and disqualified person, are not allowed to receive compensation from your Self-Directed IRA.
August 9, 2023
Self-Directed IRA
How to Protect Your Self-Directed IRA from Prohibited Transaction Penalties
SECURE Act 2.0 includes a provision to help mitigate prohibited transaction penalties occurring in a Self-Directed IRA.
July 14, 2023
IRA Rules & Regulations
Navigating the Plan Asset Rules for a Self-Directed IRA Investment
It’s imperative that a Self-Directed IRA investor understand the plan asset rules and not engage in a prohibited transaction which may disqualify your IRA
July 11, 2023
IRA Rules & Regulations
Making Sense of the Inherited IRA Rules
The original SECURE Act muddled up the Inherited IRA rules in regards to non-spousal beneficiaries and RMDs; where do we stand in 2023?
May 8, 2023
