Smart Ways to Avoid UBTI with Your Self-Directed IRA Investment
The primary advantage of using an IRA account, specifically a Self-Directed IRA, to make investments, including both traditional and nontraditional,…
The Rollins Case & The Self-Directed IRA Prohibited Transaction Lesson
Rollins v. Commissioner is an important case in the Self Directed IRA LLC context because it illustrates how one can engage in a prohibited…
IRA Transfer and Rollover Rules
IRAs are very flexible retirement plans, far more than defined contribution plans, such as a 401(k). An IRA owner can transfer funds directly…
Airbnb in Your IRA – Will it Trigger UBTI?
As you are probably aware by now, you can use retirement funds to invest in real estate. Of course, you must adhere to all the IRS rules, especially…
The Self-Directed IRA Rollover Rules
Self-Directed IRA Rollover Rollovers are the most common way to transfer funds to a self-directed IRA. A transfer and rollover are two…
Correcting a Prohibited Transaction
When using a Self-Directed IRA or Solo 401(k) plan to make alternative investments, you must pay attention to all the rules set forth by the IRS.…
Can a Self-Directed IRA Invest into a Company I Serve as a Director?
One of the more popular questions from first-time Self-Directed IRA investors is can I invest in a business or company that I am personally involved…
How to Complete a Self-Directed IRA Rollover
In general, a Self-Directed IRA may be funded by a transfer from another IRA account or through a Self-Directed IRA Rollover from an eligible…
Excess Roth IRA Contributions – Are They Worth the Risk?
In almost all cases, the penalties for violating IRS rules end up overriding any potential value derived from the transaction. The one exception may…
Self-Directed IRA Disqualified Persons
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…