IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Private Equity Investments with a Solo 401k
Investing in private equity investments with a Solo 401(k) will give you the freedom to make investment decisions on your own without custodian…
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…
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. …