IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Solo 401(k) and the UBIT Rules: What Investors Need to Know
One of the biggest advantages of using retirement funds—such as a Solo 401(k), 401(k), or IRA—to make investments is that, in most cases, all income…
Can a Solo 401(k) Reduce Self-Employment Tax?
One of the more common questions we receive from self-employed business owners seeking to establish a Solo 401(k) plan is whether it can reduce…
The Rollins Case & The Self-Directed IRA Prohibited Transaction Lesson
Rollins v. Commissioner is an important case in the Self Directed IRA LLC context because it illustrates how one can engage in a prohibited…
Using a Self-Directed IRA for Promissory Notes
IRA Financial's Self-Directed IRA allows you to use your retirement funds to invest in promissory notes and loans directly from your mobile device…
3 Tips to Protect Your IRA From Creditors
Protect Your IRA For many Americans, their retirement account is often their most valuable asset. There are approximately $65 million IRAs…
IRA Transfer and Rollover Rules
IRAs are very flexible retirement plans, far more than defined contribution plans, such as a 401(k). An IRA owner can transfer funds directly…
Qualified Purchaser, Accredited Investor & the Self-Directed IRA
In the case of some of the more popular Self-Directed IRA investments, such as private equity, hedge funds, venture capital, real estate, private…
The Self-Directed IRA Trust
Over the years there has been interest by Self-Directed IRA investors to gain checkbook control without the cost of using an LLC. Most states charge…
Solo 401(k) Asset & Credit Protection Benefits
Retirement accounts have become many Americans' most valuable assets. That means it is vital that you have the ability to protect them from…
Airbnb in Your IRA – Will it Trigger UBTI?
As you are probably aware by now, you can use retirement funds to invest in real estate. Of course, you must adhere to all the IRS rules, especially…
Flipping a Home in a Self-Directed IRA – A Case Study
Flipping homes in a Self-Directed IRA has quickly become one of the most popular investment concepts. The primary advantage of signing a retirement…
Hedge Fund with a Self-Directed IRA LLC
You can purchase a hedge fund with a Self-Directed IRA. Although the IRC doesn't describe what the Self-Directed IRA can invest in, it describes…