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.
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.
Self-directed IRA fees may be tax deductible. Find out if you qualify from the tax deduction.
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.
Learn the difference between a self-directed IRA custodian from a traditional bank when making alternative asset investments with your IRA.
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…
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…
IRA Financial Trust can help you with checkbook control and your own strengths, choosing traditional or alternative investments.
Age 70 1/2? You may not need to take an RMD in 2020. In fact, your new required beginning RMD date could be be April…
UBTI Tax Rate – IRC Section 511 taxes unrelated business taxable income (UBTI) at the rates applicable to corporations or trusts.