Investments
Avoid UBTI When Investing in a Business with an IRA
One can utilize some different strategies to avoid UBTI when using Self-Directed IRA funds to invest in a business.
May 5, 2022
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IRA Financial Blog
IRA Rules & Regulations
How to Avoid Unrelated Business Taxes
Certain investments made through a retirement plan may be subject to unrelated business tax, UBTI. Learn ways to avoid paying more taxes.
April 26, 2022
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IRA Rules & Regulations
Inherited IRA Transfer Guidelines
Inherited IRA Transfer Guidelines – Know your options when you wish to invest with IRA funds as a beneficiary.
April 22, 2022
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IRA Rules & Regulations
Identifying UBTI for a Self-Directed IRA on Form K-1
Some Self-Directed IRA investments may be taxable – identifying UBTI on Form K-1 is one way to know when your investment is taxable.
April 19, 2022
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Investments
Investing in Collectibles with a Self-Directed IRA?
Investing in collectibles via an investment fund may be one way to get around the prohibited transaction rules of the Self-Directed IRA.
April 7, 2022
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401(k) Rules & Regulations
SECURE Act 2.0 Impact on Self-Directed Retirement Plans
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.
April 1, 2022
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IRA Rules & Regulations
Airbnb in Your IRA – Will it Trigger UBTI?
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.
March 25, 2022
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Self-Directed IRA
McNulty Case & Holding IRA Cryptos in a Cold Wallet
Holding cryptocurrency in a cold wallet has been determined in the McNulty case to be somewhat problematic.
March 21, 2022
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IRA Rules & Regulations
Valuing Alternative Assets In A Self-Directed IRA
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
March 16, 2022
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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.
February 11, 2022
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