Self-Directed IRA Disqualified Persons: What You Need to Know
A Self-Directed IRA allows you to make alternative asset investments with your retirement funds. In other words, it gives you more options than just…
What Happens to an IRA When No Beneficiary Is Named? New IRS Ruling Provides Clarity
When someone passes away without naming a beneficiary on their IRA, the outcome for their heirs can be complicated. A new IRS Ruling issued in June…
The Most Important Self-Directed IRA Document You Probably Forgot to Update
One of the biggest estate planning mistakes Americans make has nothing to do with trusts, probate, or taxes. It is something far simpler and far more…
Can You Trade Stocks Inside a Self-Directed IRA?
If you invest in alternative assets through a Self-Directed IRA, real estate, cryptocurrency, private equity, you've probably had to maintain a…
Investing in Collectibles with a Self-Directed IRA: What Investors Need to Know in 2026
As alternative investments continue to expand beyond traditional stocks and bonds, more retirement investors are exploring unique asset classes,…
Valuing Alternative Assets in a Self-Directed IRA: Guide to IRS Form 5498, Annual Valuations, and Compliance
For most retirement investors, annual IRA reporting happens quietly behind the scenes. If you have a traditional brokerage account holding stocks or…
SECURE Act 2.0 & New SEP Roth IRA Contributions
On December 29, 2022, President Biden signed into law the Securing a Strong Retirement Act, known as the “SECURE Act 2.0." This legislation includes…
Roth IRA Distribution Rules
The Roth IRA distribution rules should be pretty simple. Make sure the Roth IRA is open at least five years and wait until you are over the…
What the INVEST Act Would Change: Accredited Investor Definition
Expansion Beyond Wealth and Income Under current law, to qualify as an “accredited investor”, the threshold for many private offerings under…
Tax Requirements for a Self-Directed IRA
We get asked a lot, “Does a Self-Directed IRA file a tax return?” In most cases, no, your IRA does not file a tax return. But that doesn’t mean you…