IRS Prohibited Transaction Rules The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Internal…
UBTI Rules The tax advantage of using a Self-Directed IRA to make investments is that gains and income are tax-free until distributed. In general, an…
Internal Revenue Code Section 514 requires debt-financed income to be included in unrelated business taxable income. These are known as the Unrelated Debt Financed Rules…
IRA Financial Trust Company is committed to helping our clients make safe and financially rewarding investments with their Self-Directed retirement accounts. While Self-Directed IRAs can…
Self-Directed IRA IRS Rules Self-Directed IRAs are generally permitted to engage in most types of investments. However, if a Self-Directed IRA engages in certain types…
IRA FAQ IRA FAQ – A list of the most frequently asked questions regarding Self-Directed IRA and Roth IRA accounts including contributions and conversions rules…