IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
Self-Directed SEP IRA
The Self-Directed SEP IRA A Self-Directed SEP IRA is a great way for individuals who are self-employed to establish a retirement account.…
Can My Spouse and I Use Our IRAs for a Joint Venture?
With real estate prices rising over the last several years, a growing number of spouses are looking to figure out a way they can combine their IRA…
Do IRAs Get Audited?
Yes, your IRA can get audited by the Internal Revenue Service, and yes, you need the best audit protection for your Self-Directed IRA. So, do IRAs…
Who can become a Self-Directed IRA Trustee?
An individual retirement account is defined under Internal Revenue Code Section 408 as a trust created or organized in the United States for the…
Solo 401(k) Tax Filing Rules
The major question to address when it comes to Solo 401(k) tax filing is: Are there any annual tax filing requirements for the plan? Since a Solo…
Can My Self-Directed IRA be an Accredited Investor?
Many of the more popular investments available to Self-Directed IRA investors, in many cases, require the investor to be an accredited investor. In…
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…