Self-Directed IRA Benefits
Regular IRA, Traditional IRA, Roth IRA, Self-Directed IRA, SEP IRA, SIMPLE IRA. There are many different options out there for Individual Retirement…
Is a Backdoor Roth IRA Worth It?
A Backdoor Roth IRA is a strategy that allows high-income earners to contribute to a Roth IRA even if they exceed the income limits set by the IRS.…
Types of Self-Directed IRAs
A Self-Directed IRA is not a term you will find anywhere in the Internal Revenue Code (IRC), meaning the IRS does not define what a Self-Directed…
Maximizing Your Retirement Balance: A Comprehensive Guide
Retirement is a major milestone, symbolizing the culmination of decades of hard work and financial planning. The key to enjoying a secure and…
Five Ways to Boost Your Roth IRA for Maximum Growth
A Roth IRA is one of the most powerful tools for building tax-free wealth in retirement. Since your contributions are made with after-tax dollars,…
The Prohibited Transaction Rules: Key Lessons from Landmark Cases
When you open a Self-Directed IRA or Solo 401(k), the IRS gives you the freedom to invest in almost any asset — from real estate to private…
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…
Socially Responsible Investing with an IRA
In recent years, socially responsible investing (SRI) has grown from a niche concept to a mainstream strategy embraced by individuals and…
Using a Self-Directed IRA for Promissory Notes
IRA Financial's Self-Directed IRA allows you to use your retirement funds to invest in promissory notes and loans directly from your mobile device…
3 Tips to Protect Your IRA From Creditors
Protect Your IRA For many Americans, their retirement account is often their most valuable asset. There are approximately $65 million IRAs…