IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Forex Trading with Your Solo 401k
You can investment in FOREX trading with a Solo 401k if you are eligible for the retirement plan. Eligibility requirements are the lack of full-time…
Self-Directed Gold IRA
Benefits of Investing in Gold a Self-Directed IRA Since the Gold Rush of 1849, people have clamored to get their hands on the precious metal.…
Does a Solo 401(k) Have the Same UBTI Rules as a Self-Directed IRA LLC?
Yes and No. Like an IRA, the tax advantage of a Solo 401(k) Plan is that income is tax-free until distributed. In general, an exempt organization is…
Solo 401k Plan Controlled Group Rules
Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for another…
Using a Loan with the Solo 401k Plan
Retirement investors often wonder if they can use a Solo 401k plan loan to make investments that require leverage, such as real estate. How does it…
The Self-Directed IRA LLC Operating Agreement
The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement…
Venture Capital Investments with a Solo 401(k)
The advantage of purchasing venture capital funds with retirement funds is the ability to gain tax advantages, such as tax-deferral or tax-free…
What is a Checkbook Control IRA?
Checkbook Control IRA - Checkbook Control Self-Directed IRA A "Checkbook Control" IRA refers to a Self-Directed IRA LLC. A Self-Directed IRA LLC…
Are IRA Custodian Fees Tax Deductible?
What are IRA Custodian Fees? If you have an IRA, you may see IRA custodial fees. Essentially, an IRA custodial fee is an administrative fee you…
Invest in an S Corp with a Self-Directed IRA
The most popular reason millions of American IRA holders have turned to the Self-Directed IRA is to gain more control and investment options. …
Correcting a Prohibited Transaction
When using a Self-Directed IRA or Solo 401(k) plan to make alternative investments, you must pay attention to all the rules set forth by the IRS.…
How to Use a Self-Directed IRA to Invest in Forex
One of the primary reasons millions of Americans have turned to a Self-Directed IRA as the investment vehicle of choice for their retirement funds…