Self-Directed IRAs: Options For Retirement
In recent years, self-directed IRAs have emerged as a powerful path for individual investors to diversify their retirement portfolio and build wealth. Investing in assets such as real estate, tax...
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Home Storage IRAs – Don’t Be Misled
From time to time, we receive inquiries about buying precious metals with a so-called “home storage IRA” or “self-storage IRA” that uses an IRA-owned LLC entity. Some proponents of this strategy would...
View ArticleSEP IRA- What Is It?
SEP (Simplified Employee Pension) IRA Working for a large company often brings many benefits, including the ability to participate in some sort of retirement savings or investment plan. However, with...
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6 Rules for Real Estate IRAs
Investing in real estate with a self-directed IRA could be a great way to diversify your portfolio while building wealth on a tax-deferred or tax-free basis. To maximize your opportunity with this type...
View ArticleDebt-Financed Property with your IRA
Real estate is a popular self directed IRA investment, and we previously covered a few of the basics of owning real estate in an IRA. There are times when investors are interested in a particular...
View ArticleUnderstanding Unrelated Business Taxable Income (UBTI) in an IRA
Part 1: UBTI Making investments with funds from a self directed IRA provides a great tax advantage in that most income is tax free until distribution. However, there are certain situations in which a...
View ArticleUnderstanding Unrelated Debt Financed Income in an IRA
In Part 1 of Understanding Unrelated Business Taxable Income, we discussed UBIT. The second type of UBTI that a self directed IRA may generate is Unrelated Debt Financed Income, or UDFI. UDFI may be...
View ArticleInvesting in Gold, Silver and Other Precious Metals in a Self Directed IRA
Gold and precious metals have long been viewed as a great way to diversify your IRA portfolio, and gold in particular has recently garnered the attention of many investors. Today, with the stock market...
View ArticleInvesting in Real Estate Using a Self-Directed IRA
Purchasing real estate using SDIRA is growing in popularity, despite it being the lesser known of the IRA options. In order to open one, an owner must hire a trustee to be responsible for holding the...
View ArticleWhat To Do When An IRA-Owned Asset Generates Unrelated Business Taxable...
If you own an asset in your individual retirement account (IRA) which generates Unrelated Business Taxable Income (UBTI IRA), including Unrelated Debt-Financed Income (UDFI), your IRA account may be...
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