Tax Treatment of Self-Directed IRA LLCs
The use of a limited liability company (LLC), that is wholly owned by an IRA, has become increasingly popular over the last 25 years. The…
How to Transfer my IRA to IRA Financial?
One of the main advantages of having an IRA over a 401(k) plan is that the transfer rules between IRAs are so flexible. In general, one can transfer…
Identifying UBTI for a Self-Directed IRA on Form K-1
For most Self-Directed IRA investors, the term, Unrelated Business Taxable Income, also known as UBTI, is not something that they would have to…
Invest in a Company the Peter Thiel Way with a Self-Directed Roth IRA
In June 2021, ProPublica released an article focusing on how Peter Thiel was able to amass a $5 billion Roth IRA over the years. The article…
McNulty Case Reaffirms Physical Possession Rules
The recent court case, McNulty v. Commissioner has reaffirmed the physical possession rule. Although there hasn't been much guidance in the past,…
Using an IRA to Buy a Home
In general, one is not able to purchase a home with a retirement account that they or a “disqualified person” will use. A retirement account,…