Self-Directed IRA Investing – What NOT To do
A self-directed IRA can open a world of investment possibilities, to go with the tax-related benefits of investing through an IRA. You can invest in private companies, gold, commercial property,...
Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA
Note: FMV reporting to STRATA has been extended to July 31, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...
UBTI and UDFI Tax Considerations for IRA Owners
Revised on April 10, 2020 due to new guidance from IRS Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, which, in part, extends the Form...
Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits
If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
Inherited IRAS Won’t Stretch As Far As They Used To
Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...
