Key SDIRA Terms Defined
A self-directed IRA (SDIRA) is a tax-advantaged retirement savings account that provides individuals with more investment options and greater control of their retirement savings than a traditional retirement savings plan....
The Basics of UBTI/UDFI
Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...
Why Would IRA Investment Income Be Taxed?
One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...
Do Your IRA Investments Earn Business Income?
*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana). If so,...
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...