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Retirement Provisions in Build Back Better Bill Passed by The House – What’s in and What’s Out?
Retirement Provisions in Build Back Better Bill Passed by The House – What’s in and What’s Out? The Build Back Better legislation passed by the House on November 19, 2022, includes several changes from the original bill text. Here’s a quick summary of what made it...
The IRS Increases 2022 Contribution Limits to SEP IRAs and Solo 401(k)s for Business Owners
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that the plan’s investments grow tax-free and come out tax-free. But if tax-free investing isn’t enough to get you excited, rest assured, there are more benefits to the Roth IRA.
Non-Wealthy IRA Savers Who Invested IRAs Into Small Business, Startups and Real Estate LLCs Targeted in ‘Build Back Better’ Plan
The proposed $3.5 trillion budget-reconciliation package still working its way through Congress contains two provisions that will restrict IRA investments into startups, small businesses, and real estate LLCs. These provisions came as a surprise to the over one...
Save Your Self-Directed IRA
Now is the time to speak up if you care about investment choice in your IRA. Our ability to invest our IRAs into real estate, LLCs, small businesses, and start-ups is at risk if the current $3.5 trillion reconciliation bill passes as drafted. This bill is over 800...
Everyday IRA Savers Who Self-Direct Will Lose Big Under House Tax Bill
There are over one million IRA accounts that invest in real estate, small businesses, start-ups, LLCs, crowdfunding offerings, and private companies. Contrary to news headlines, these savers are not the ultra-wealthy and 98% of them have accounts less than $1M....
Roth IRAs: Other Perks on Top of Tax-Free Growth
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that the plan’s investments grow tax-free and come out tax-free. But if tax-free investing isn’t enough to get you excited, rest assured, there are more benefits to the Roth IRA.
Crypto Mining in Your IRA and UBIT Tax
Please prove me wrong. UBIT tax applies to mining income in your IRA. I want to be wrong on this. Here’s my analysis on this issue and I welcome comments and opinions (agree or disagree) from other tax, legal, or IRA/retirement professionals familiar with crypto mining and UBIT tax.
Why Everyone Should Have A Million Dollar ROTH IRA
Instead of talking about how one person can’t have a $5 billion ROTH IRA, we should be talking about why everyone should have a million-dollar ROTH IRA. What have the most successful investors done to have large retirement accounts? Many of...
Asset Protection for Self-Directed IRAs
When analyzing asset protection for self-directed IRAs, we must consider two types of potential threats. First, we must examine how a creditor can collect against an IRA when the creditor has a judgment or claim against the IRA owner personally. Second, and most...
Properly Completing IRS Form W-9 for Your IRA/LLC or Checkbook Control IRA
Many self-directed IRA investors use an IRA/LLC (aka “checkbook-controlled IRA”) to hold their self-directed IRA investments. For an overview, see my video here. When using the IRA/LLC structure, the name of the LLC is on the title to the assets, and the LLC’s bank...
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