Why Choose a Solo 401(k) vs. SIMPLE IRA?
A SIMPLE IRA plan is similar to a Solo 401k Plan in that it is funded by employee deferrals and additional employer contributions. However, unlike a Solo 401k Plan, a SIMPLE IRA plan uses an IRA-type trust to hold contributions for each employee, rather than a single plan trust that is typical of a traditional […]
Buying a Business with Retirement Account
ROBS to buy a business is ideal for investors who want to be actively involved in the business without triggering prohibited transaction rules.
Gold in a Self-Directed IRA
Holding gold in a Self-Directed IRA is legal as long as you follow the specific rules stated by the IRS. Gold must be physically held by a U.S. trustee.
Taking RMDs from Retirement Accounts
As we approach the end of the year, it’s time to start getting your retirement accounts in order. There are certain things you must do, depending on your age and the type of account(s) you have. Today, we are going to look at required minimum distributions or RMD. Taking RMDs must be done by anyone […]
Alternative Investments in a Self-Directed IRA
A Self-Directed IRA custodian is a Special IRA Custodian that allows you to make traditional investments as well as non-traditional investments with your IRA funds.
Investing in Options Using a Self-Directed IRA
Trading in short-term options has become a popular investment strategy for many investors using personal funds. However, a growing number of investors who have been dealing with a high short-term capital gains tax, have been looking for a more tax advantageous strategy. Enter the Self-Directed IRA. This article will explore how option trading works and explain […]
Never do This with Rollover as Business Startups
The rollover for business startups is a great structure to invest in your business with your retirement funds. Here’s what you shouldn’t do with it.
3 Tips to Protect Your IRA From Creditors
You can protect your IRA from creditor by setting up a self-directed IRA LLC. IRA protection is also dependent on what state you live in. Nevada offers the maximum asset creditor protection of all states.
What is a Checkbook Control IRA?
Checkbook Control in a Self-Directed IRA gives you control over your IRA funds and the types of investments you wish to make.
Using a Loan with a Self-Directed IRA to Make an Investment
A Self-Directed IRA is a unique retirement solution that can be used to unlock a vast universe of investment opportunities unavailable to most retirement investors. By using one, you can use retirement funds to make traditional investments, but you are also allowed to invest in more non-traditional investments, including real estate – tax-free and without […]