Insights: IRA rules

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Understanding Unrelated Debt-Financed Income in an IRA

In Part 1 of Understanding Unrelated Business Taxable Income, we discussed UBTI. The second type of UBTI that a self-directed IRA may generate is unrelated debt-financed income or UDFI. UDFI...

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Roth vs. Traditional: Which IRA is for You?

It is never too early to start thinking about retirement, and an IRA will most likely fit into that equation. So when it comes to retirement accounts, two types of...

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Self-Directed IRAs: Nuts & Bolts

If you have ever wondered if you might invest in real estate, precious metals or even cattle as part of your retirement plan, then a so-called self-directed individual retirement account...

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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. When investing in assets such as real estate,...

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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...

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SEP IRA – What Is It?

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 an increasing number of Americans...

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