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Do Your IRA Investments Earn Business Income?

If so, your IRA might owe UBTI or UDFI tax.  Certain types of investments in a self-directed IRA may generate income that is taxable in the year earned (instead of...

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Self-Directed IRA 2020 Trends and Outlook

Investors are catching their collective breath after an incredibly challenging and unprecedented year. We witnessed the onset of a global pandemic that claimed hundreds of thousands of lives, social unrest...

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Tax Form Focus: 1099-R

As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you. Our tax form focus series...

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Is An RMD Due For 2021?

The changes to the required minimum distribution (RMD) rules made by the SECURE Act of 2019 actually took effect in 2020, but all RMDs were waived for 2020 in response...

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How Does Fair Market Value Apply To My Self-Directed IRA?

A self-directed IRA allows you the freedom to invest your IRA assets in much more than mutual funds, bonds, and ETFs, which are subject to the fluctuations in the stock...

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Your 2021 IRA Calendar

Nothing was “normal” in 2020, including your tax-qualified retirement savings accounts. Investment values were up and down, deadlines were extended, and distribution requirements were waived. With high hopes that 2021...

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