July 16, 2025
Is an Ex-Spouse a “Disqualified Person” in a Self-Directed IRA? When investing with a self-directed IRA, it’s important to avoid prohibited transactions as defined by Internal Revenue Code (IRC) Section 4975. These rules identify specific individuals and entities, known as "disqualified persons," who are not permitted to engage in certain…
Latest Blog Posts
December 12, 2023
(updated 02/20/2025) If you have an IRA-Owned LLC, be aware that in, you will need to file a Beneficial Ownership Report due to the Corporate Transparency Act (CTA). The Act,…
December 12, 2023
In a regular IRA, you can to invest in traditional assets like stocks, bonds, and mutual funds. However, if you opt for a Self-Directed Gold IRA, you can significantly broaden…
December 9, 2023
The IRS website is a valuable resource for understanding the intricacies of retirement plan and IRA rollovers. Initially, it provides a thorough explanation of the different rollover types, including direct…
December 8, 2023
Creating a Self-Directed Individual Retirement Account (IRA) offers investors a greater degree of control and as result, you have a wider range of investment options compared to traditional IRAs. However,…
December 7, 2023
Introduction In the ever-evolving landscape of retirement planning, individuals are increasingly seeking ways to gain more control over their investments and potentially enhance returns. An avenue gaining traction is the…
December 6, 2023
When it comes to retirement planning for business partnerships, the Solo 401(k) emerges as a significant option. The term "Solo 401(k)" typically brings to mind a business with a single…
December 6, 2023
Navigating the complex world of retirement plans can be a daunting task. You need to understand the intricacies of rollovers. A common question many people face is, "Can a 457…
December 5, 2023
Navigating the realm of retirement plans can be complex, particularly when you're considering rolling over your previous employer's retirement plan into a self-directed Individual Retirement Account (IRA). This type of…
December 5, 2023
Moving into the new year, it's crucial for investors to stay updated on the changes affecting their retirement savings plans, particularly Self-Directed Roth IRAs. The year 2024 brings some significant…
December 5, 2023
When I speak with people about opening an account, I often start by asking them what type of retirement account they are considering moving to us. Primarily, the tax basis…
December 1, 2023
Understanding your Self-Directed IRA and how it works is crucial to the success of your account. Each year, the custodian files forms 1099 and 5498 for our account holders. The…
December 1, 2023
Grasping the Concept of Self-Directed Plans Fundamentally, self-directed plans are a type of retirement account where, unlike traditional plans overseen by fund managers or administrators, the participant holds the reins…
