UBTI Tax rate

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…

How to Make Crowdfunding Investments with Retirement Funds

Crowdfunding is an approach for entrepreneurs and small businesses to raise capital from a number of investors in order to fund their business.…

Capital Gains Tax and the Self-Directed IRA

The capital gains tax regime has been one of the key factors for the growth of the U.S. economy.  By providing investors with the ability to…

Can I Contribute to a Traditional IRA and Roth IRA in the Same Year?

One of the most common dilemmas facing Self-Directed IRA investors is whether they should make annual contributions in pretax or Roth. This…

Taking RMDs from Retirement Accounts

As we approach the end of the year, it's time to start getting your retirement accounts in order.  There are certain things you must do,…

Options for Reducing California Franchise Fee for a Self-Directed IRA LLC

One of the most common questions for any potential Self-Directed IRA LLC investor who is a resident of the state of California, or is seeking to…

Can I be an Officer of a Company my IRA will Invest In?

One of the most misunderstood facets about the IRS prohibited transaction rules involves using a Self-Directed IRA to invest in a business where one…

Keep Your Self-Directed IRA LLC in IRS Compliance

A Self-Directed IRA LLC is a type of IRA that allows the IRA holder (you) to gain control over your retirement funds, so you can self-direct the…

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