Self-Directed IRA
There are many benefits of the Self-Directed IRA, mainly, the ability to make any investment you want with retirement funds.
Self-Directed IRA Prohibited Transactions
If you engage in a Self-Directed IRA prohibited transaction, you risk your plan getting disqualified and losing out on the benefits of the IRA.
What is a Solo 401(k) Loan?
Solo 401(k) Loan – Learn about the rules surrounding the Solo 401(k) plan loan and how you can borrow up to $50,000, without tax or penalty.
Are Self-Directed IRA Custodian Fees Tax Deductible?
Self-directed IRA fees may be tax deductible. Find out if you qualify from the tax deduction.
What is the Mega Roth Strategy?
The advantage of using the mega Roth strategy is to maximize your retirement savings. Report Roth 401(k) plan conversions with IRS Form 1099-R.
Annual Filing Requirements for the Self-Directed IRA
The annual filing requirements of a Self-Directed IRA are generally for informational purposes, unless you take a distribution or are subject to UBTI/UDFI.
Self-Directed IRA Custodian – What You Need to Know
Learn the difference between a self-directed IRA custodian from a traditional bank when making alternative asset investments with your IRA.
CARES Act and the Solo 401(k) Loan
The CARES Act and the Solo 401(k) Loan provision is a great way for the self-employed to borrow funds in light of the COVID-19 financial crisis.
Hardship IRA Distribution Rules Due to CARES Act
If you have been affected in some way by the COVID-19 pandemic, you may take a hardship IRA distribution, a penalty-free way to use $100,000 in IRA funds.
IRA Financial Trust & You
IRA Financial Trust can help you with checkbook control and your own strengths, choosing traditional or alternative investments.
