IRA Financial Blog
Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.
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…
Cryptocurrency IRA (Crypto IRA)
The IRA Financial Crypto IRA allows you to use your retirement funds to invest in all types of cryptocurrencies, such as Bitcoin directly from your…
Solo 401(k) And SEP IRA: Can You Have Both at the Same Time?
The simple answer is yes and no, you may contribute to a Solo 401(k) and SEP IRA in the same year. It all depends on the forms you use, which we'll…
Do I need an EIN for my Solo 401(k)?
The Solo 401(k) plan, also known as an Individual 401(k) plan, has quickly become the most popular retirement plan for the self-employed or small…
Is ERISA Testing Required for a Solo 401(k) Plan?
A business owner with no common-law employees, who adopts a Solo 401(k) plan, is generally not required to perform ERISA nondiscrimination testing…
Buy Tax Liens with Your Self-Directed IRA or Solo 401(k)
Few IRA holders realize they can use their retirement account funds to invest in tax liens. When you self-direct your IRA or Solo 401(k) Plan, your…