Swanson v. Commissioner, 106 T.C. 76 (1996): What It Still Means for IRA Entity Investments
Swanson v. Commissioner remains a landmark Tax Court decision confirming that Individual Retirement Accounts (IRAs) may form and invest in entities…
What Are the Requirements to Open a Self-Directed IRA?
A Self-Directed IRA (SDIRA) offers investors the ability to diversify retirement savings beyond traditional stocks, bonds, and mutual funds by…
How to Set Up a Self-Directed IRA with Checkbook Control in 4 Steps
For many investors, traditional IRAs can feel restrictive. Stocks, bonds, and mutual funds may play an important role in long-term planning, but…
Top Retirement Plans for LLC Owners: Options You Need to Know
Wondering what the best retirement plans for LLC owners are? This article breaks down top options like SEP IRAs, Solo 401(k) plans, traditional and…
IRA Custodian for Private Investments | Trusted SDIRA Services
Choosing the right IRA custodian is one of the most important decisions an investor will make, especially when private investments are involved.…
Investing in Venture Capital Through a Self-Directed IRA: Tax and Legal Guide
Venture capital has fueled nearly every major innovation of the past generation. Long before today’s technology giants became household names, they…
Self-Directed IRA Cost of Living Strategies That Protect Your Retirement
For many Americans, Self-Directed IRA cost of living concerns are becoming more pressing as inflation and rising expenses increase financial…
Find a Self-Directed IRA Custodian Near Me for Alternative Investments
With more Americans turning to alternative investments like real estate, private equity, cryptocurrency, startups, and precious metals, the search…
Prohibited Transactions in Self-Directed IRAs: Rules and Compliance
Prohibited Transactions in Self-Directed IRAs are a critical consideration for retirement investors using a Self-Directed IRA (SDIRA), which…
Why a Self-Directed IRA Is Still the Best Vehicle for Alternative Investments
The Wall Street Journal recently highlighted a growing tension in retirement policy. President Trump’s administration has pushed to expand the use…