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Is it Okay to Partner with an IRA to Make an Investment?

partner with an IRA

When deciding on an investment, you may wonder if it’s okay to partner with an IRA.  In general, it’s not usually wise to mix personal with IRA funds.  The complicated rules set forth by the IRS may make co-mingling funds a difficult task.  In the following, we’ll discuss the rules for investing with an IRA.  […]

The Most Important IRA Rules You Should Know

important IRA rules

In general, IRAs and other retirement plans are not overly complicated to use.  However, there are several important IRA rules you should be aware of.  This is especially true for Self-Directed IRAs.  Failure to follow the rules may disqualify your plan.  Thus, all funds and investments held by your Self-Directed IRA will be distributed to […]

Real Estate Investing with an IRA Made Easy

real estate investing

Real estate investing has long been the alternative asset of choice for Self-Directed IRA investors. Why you may ask? While there are bad housing markets (see 2008), generally, investing in real estate is a safe decision. Rentals provide a steady flow of income, fix and flips can turn large profits and commercial properties aren’t affected […]

Checkbook Control Self-Directed IRA – The Law

Checkbook Control

Checkbook Control  The ability to invest retirement funds in a newly established special purpose entity that the IRA owns 100% of, and is managed by the IRA holder is legal by the Tax Court and IRS (Internal Revenue Service). It has been legal for over 18 years. However, only recently did the Tax Court confirm […]

Prohibited Transaction Case Law Summary

prohibited transaction

The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain types of transactions, known as a prohibited transaction. The purpose of these rules is to encourage the use of IRAs for […]