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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.

Self-Directed IRA Fair Market Valuations Explained

Self-Directed IRA Fair Market Valuations Explained

An IRA must report its fair market value to the IRS annually. Fair market value is reported to the IRS by your IRA custodian via IRS Form 5498. For standard IRAs holding stocks or mutual funds, those account values are automatically determined as they simply take the...

Buying Crypto with an IRA

By using a Roth IRA, an investor can purchase and sell crypto tax-free.   Personal Crypto Accounts vs. Roth IRAs as Crypto Retirement Accounts The difference in taxation between personal crypto gains and crypto Roth IRA gains is significant. Say you bought...

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