IRA Financial Blog

Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.

What is a Self-Directed IRA Custodian?

Most people who open an IRA never think much about the custodian holding it. The account is set up through a bank or brokerage, the funds go in, and…

Self-Directed IRA Loan

Using a Loan with a Self-Directed IRA to Make an Investment

A Self-Directed IRA is a unique retirement solution that can be used to unlock a vast universe of investment opportunities unavailable to most…

How to Choose the Best Self-Directed IRA Custodian

Choosing the Best Self-Directed IRA Custodian When considering Self-Directing your retirement account, many people wonder, how to choose the best…

Crypto Private Key Options for Your Self-Directed IRA or Solo 401(k)

Crypto Private Key Options for Your Self-Directed IRA or Solo 401(k)

If 2022 taught crypto investors anything, it's that having control of crypto private keys is a fundamental way to protect your cryptos from…

Cash-Out-IRA

Can I Use My IRA to Buy an Investment Property?

Many ponder whether they can or should cash out their IRA or 401(k) to buy an investment property. After all, real estate is one of the top assets…

Investing in Options Using a Self-Directed IRA

Trading in short-term options has become a popular investment strategy for many investors using personal funds. However, a growing number of…

Self-Directed IRA Real Estate vs. Capital Gains

One of the most common arguments against the use of a Self-Directed IRA to purchase real estate is that IRA distributions are subject to ordinary…

Can I Buy a Business with my Retirement Account?

Buy a Business with Your Retirement Account IRA Financial has two great solutions that allow you to buy a business with your retirement account.…

Bitcoin Investing with a Self-Directed IRA

Bitcoin Investing with a Self-Directed IRA

Bitcoin investing with a Self-Directed IRA has become increasingly popular over the last few years. Bitcoin was the first and perhaps most…

IRS Form 5500-EZ

IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements

Please note, the most recent IRS updates about IRS Form 5500-EZ will be found at the top of this article. Beginning January 1, 2024, the IRS is…

401(k) In-House Tax Filing, IRS Reporting, and BOI Reporting

IRA Financial is the only Self-Directed Solo 401(k) provider that offers its 401(k) clients an in-house tax filing, IRS tax reporting, and annual…

IRA Financial Self-Directed IRA In-House Tax Filing, IRS Reporting, and Annual Consulting Services

IRA In-House Tax Filing, IRS Reporting, and BOI Reporting

IRA Financial is the only Self-Directed IRA provider that offers its clients an in-house tax filing, IRS tax reporting, and annual tax consulting…

IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.

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