Directed IRA Articles

The #1 resource on self-directing your
IRA. Take control of your retirement™

Most Popular

Latest
The Backdoor Roth Strategy

The Backdoor Roth Strategy

Uncover the secret strategy high-income earners are using for tax-free retirement savings. Say goodbye to Roth IRA contribution limits. Explore the potential of the “Backdoor” Roth IRA approach and how it can revolutionize your financial future.

2024 Tax Reporting for Your Self-Directed IRA

2024 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.

Self-Directed IRA Fair Market Valuations Explained

Self-Directed IRA Fair Market Valuations Explained

Discover the essentials of fair market valuations for self-directed IRAs in our article. Learn why it matters, especially for those over 72 with Traditional IRAs, and how it influences Roth conversions. We provide insights into accepted valuation methods by asset type, offering a clear roadmap for compliance and informed investments. Join us as we clarify this vital process impacting your retirement strategy.

2023 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies

2023 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies

As we near the close of 2023, embark on a journey of financial empowerment! For Solo 401(k) owners, understanding the exciting deadlines and regulations that shape your contributions is key. Join us in this engaging article where we unravel the essential aspects and unveil key dates every Solo 401(k) owner should have on their radar. Explore three pivotal deadlines that not only provide valuable insights for current owners but also serve as a roadmap for those planning to set up a Solo 401(k) before the year concludes. Don’t miss your chance to navigate the financial landscape with confidence and strategic foresight!

Self-Directing a Roth IRA

Self-Directing a Roth IRA

Self-directing a Roth IRA opens doors to unique investment opportunities and tax advantages. Unlike conventional IRAs, a self-directed Roth IRA allows you to take control of your retirement funds and invest in a wide range of assets beyond stocks and bonds.

The Backdoor Roth 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.

Subscribe to our Newsletter

Be the first to know when we release our latest articles, podcasts and videos

Most Popular