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Backdoor Roth IRA Strategy

Backdoor Roth IRA Strategy

Discover the loophole that high-income earners are leveraging for tax-free retirement savings. Don’t be held back by income limits for Roth IRA contributions. Uncover the power of the “Backdoor” Roth IRA strategy and learn how it can benefit you.

IRA/LLCs – IRA Ownership of LLCs

IRA/LLCs – IRA Ownership of LLCs

In the article, I outline the benefits of an IRA/LLC, how to properly set up an IRA/LLC, how the documents need to be restrictive over and above a standard LLC set-up, and discuss the cases where self-directed IRA owners have improperly operated the IRA/LLC.

Self-Directed IRA Versus Solo 401(k)

Self-Directed IRA Versus Solo 401(k)

Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...

Stuck With a 401K Loan and Leaving Your Job

Stuck With a 401K Loan and Leaving Your Job

Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...

2021 Tax Reporting for Your Self-Directed IRA

2021 Tax Reporting for Your Self-Directed IRA

Self-Directed IRA investors must be aware of their self-directed IRA tax reporting responsibilities. Some of these items are completed by your IRA custodian and others are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the IRS each year for your self-directed IRA. Make sure you know how these items are coordinated on your account as the ultimate authority and responsible tax person on the account is, you, the account owner.

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