IRA Financial Blog

Self-Directed IRA Contribution Deadline Rules for 2022

Roth IRA

2021 Self-Directed IRA Contribution Deadline

The deadline to make a Self-Directed IRA contribution for 2021 is April 18, 2022. You can make a contribution in pretax or as a Roth.

March 30, 2022 No Comments

Roth IRA

Can I Still do a Backdoor Roth IRA in 2023?

As of January 2022, the Backdoor Roth IRA is still alive. Learn more with IRA Financial.

January 17, 2022 No Comments

Roth IRA

How to Transfer a Roth IRA to a Self-Directed Roth IRA

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a Self-Directed Roth IRA structure. Individuals may not rollover Roth IRA

December 14, 2021 No Comments

IRA Rules & Regulations

Excess Roth IRA Contributions – Are They Worth the Risk?

Penalties for violating IRS rules tend to override potential value derived from the transaction with excess Roth IRA contributions being the one exception.

December 13, 2021 No Comments

Roth IRA

Benefits of a Roth IRA Conversion

What is a Roth IRA Conversion? A Roth IRA conversion is generally the process of converting a 401(k) plan or Traditional IRA to a Roth

December 8, 2021 No Comments

Self-Directed IRA

Self-Directed Roth IRA

The Self-Directed Roth IRA Secret – you can use your Roth IRA to make non-traditional investments tax-free. Self-Directed IRAs allow you to invest in what you know best.

December 8, 2021 No Comments