January 19, 2024
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…
January 16, 2024
Self-Directed IRA Real Estate vs. Capital Gains
One of the most common arguments against the use of a Self-Directed IRA to purchase real estate is that IRA distributions are subject to ordinary…
Self-Directed IRA,ROBS/Business Funding
January 13, 2024
Can I Buy a Business with my Retirement Account?
Buy a Business with Your Retirement Account IRA Financial has two great solutions that allow you to buy a business with your retirement account.…
January 8, 2024
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…
Self-Directed IRA,IRA Rules & Regulations
January 4, 2024
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…
January 3, 2024
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…
December 28, 2023
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…
December 21, 2023
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…
Self-Directed IRA,Cryptocurrencies
December 19, 2023
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…
December 6, 2023
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…









