2018 IRS audit data reflects that retirement account holders have very little to worry about, as the IRS doesn’t perform intense audits on retirement plans.
There is generally no annual filing requirement unless your Solo 401(k) plan asset exceeds $250,000, then IRS Form 5500-EZ must be submitted.
The Bobrow case shed light on the fact that IRS Publication 590 had an example of indirect rollovers that ran in contrast to its position…
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.
Real estate investments are becoming more popular among Millennials and other retirement investors who are growing wary of the Stock Market.
You can use retirement funds make investment fund investments. If you have involvement with the fund, you must be aware of the prohibited transaction rules.
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…
A Self-Directed IRA rollover is the most common way to transfer assets/funds from your current retiremnt plan to the self-directed IRA.
Traditional vs. Roth IRA: which is better? Learn more about rules, withdrawals and more info on both Individual Retirement Accounts (IRAs).
Some Solo 401(k) providers do not have an IRS Opinion letter. Be careful and avoid these companies. The letter shows proof of IRS approval! Learn…