IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
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…
Gold IRA Rollover
With inflation peaking, supply side challenges, and a sputtering stock market, many IRA investors are looking for a safe landing spot for their IRA…
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…
Staking Crypto IRAs – What You Need to Know
For many crypto investors, including Crypto IRA investors, staking has become a term that is often discussed. In essence, staking is the manner in…
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…
The Solo 401(k) Plan – Ultimate Retirement Plan for Truckers
According to the Americas Trucking Association, America's trucking industry is the lifeblood of the U.S. economy. In fact, nearly every good…
Solo 401(k) Contribution Limits and How to Maximize Your Savings
Solo 401k Contributions for 2026 Starting a Solo 401(k) plan in 2026 has even more benefits than it did in years prior. The Solo 401(k) plan is…
Using 401k Funds to Start a Business
Many entrepreneurs are shocked to learn that the IRS allows you to use your former employer 401(k) funds or even your IRA funds to buy or start a…
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,…
How to Choose the Best Solo 401(k) Provider
When it comes to choosing the best Solo 401k provider, not all companies are the same. In a perfect world, all providers would offer all the same…
How to Transfer a SIMPLE IRA to a Self-Directed IRA
Self-Directed SIMPLE IRA Individuals generally transfer IRA (individual retirement account) or rollover eligible qualified retirement plan assets…