Properly Completing IRS Form W-9 for Your IRA/LLC or Checkbook Control IRA
Learn how to properly complete IRS Form W-9 for your single-member or multi-member IRA/LLC. Follow our step-by-step guide to ensure accurate tax reporting for your self-directed IRA or checkbook-controlled IRA.
IRS Announces Higher IRA and Roth IRA Contribution Limits for 2026
The IRS has released the new 2026 IRA contribution and income limits, including an increased $7,500 IRA cap, higher catch-up contributions, and expanded Roth IRA phase-outs. Here’s a breakdown of what investors need to know—and how these updates impact self-directed IRA planning.
Trump’s Executive Order on 401(k)s and Alternative Assets – What This Means for Your Retirement Account
A new Executive Order could give 401(k) investors access to alternative assets like real estate, crypto, and private equity—potentially transforming retirement investing.
Is Buying Bitcoin in an IRA LLC Legal?
The integration of cryptocurrency into retirement accounts is a topic that generates significant interest, particularly among investors seeking alternative assets. One common question is whether an IRA or an IRA LLC can facilitate the purchase of Bitcoin, and if so, what the process involves. Below, we’ll explore the two options discussed in the podcast, examining the pros and practicalities of each route.
Fair Market Valuations Explained (Self-Directed IRAs)
Learn how IRA fair market value is reported to the IRS, why it’s important, and how self-directed IRA holders must ensure accurate valuations for tax compliance and required minimum distributions (RMDs).
2024 Solo 401(k) Contribution Deadlines: Rules, Steps, & Strategies
Learn the critical deadlines, rules, and strategies for 2024 Solo 401(k) contributions. Maximize your retirement savings and discover key steps to meet IRS requirements.
2025 Contribution Limit Increases & Critical Retirement Account Deadlines
Stay ahead of the game with key updates on 2025 contribution limits, Roth conversion deadlines, RMD requirements, and critical early tax season dates for self-directed retirement accounts. By planning now, you can avoid penalties and maximize tax savings.
Contribution Limit Increases for 401(k)s & IRAs (Tax Year 2025)
Discover the 2025 contribution limit increases for Solo 401(k)s, IRAs, HSAs, and SEP IRAs. Learn how to maximize tax benefits, investment returns, and tax-free income with self-directed retirement accounts. Plan smarter for your financial future.
Critical IRA/LLC Legal Requirement – FinCEN and BOI Reports
Learn about the 2024 BOI Report Requirement for IRA-owned LLCs and corporations. Discover FinCEN filing deadlines, penalties, and key steps to stay compliant with federal law and avoid daily fines
Backdoor Roth IRA Strategy
Unlock the benefits of a Backdoor Roth IRA, a tax-smart strategy for high-income earners to gain tax-free retirement income. Learn how to leverage this powerful loophole with Directed IRA’s step-by-step guide.