IRA In-House Tax Filing, IRS Reporting, and BOI Reporting
IRA Financial is the only Self-Directed IRA provider that offers its clients an in-house tax filing, IRS tax reporting, and annual tax consulting…
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…
What is Fair Market Value in a Self-Directed IRA?
Pursuant to Internal Revenue Code Section 408, an IRA must be established by a “trustee.” A trustee is defined as either a bank, financial…
Beneficiary Forms: Self-Directed IRA & Solo 401(k)
IRA Financial is recognized as the leading facilitator of Self-Directed IRA and Solo 401(k) plans. As a result, we have come across many scenarios…
Romney vs. Thiel – Who is the King of the Self-Directed IRA?
The two most popular Self-Directed IRA investors are probably Mitt Romney and Peter Thiel. It is believed that Peter Thiel has a Roth IRA worth more…
How to Lower Your Bitcoin IRA Custodial Fees
As a tax attorney and author of the leading book on Bitcoin IRA, How to Use Retirement Funds to Purchase Cryptocurrencies, I am often asked about…
How to Correctly Achieve Retirement Portfolio Diversity
Asset allocation has been a proven investment strategy for half a century. You can choose from several retirement plans, including the popular…
What is the UBTI Tax Rate?
The UBTI tax rate is in existence to prevent tax-exempt entities from competing unfairly with taxable entities. Tax-exempt companies are subject to…
Self-Directed IRA for Investment Funds
IRA Financial’s Self-Directed IRA allows you to use your retirement funds to invest in all types of investment funds, such as private equity, hedge…
How Much Do I Need to Start a Self-Directed IRA?
Over the last several years, as a result of technology and more industry efficiency, opening a Self-Directed IRA is now easier and more…