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Articles

2016 Self-Directed IRA Tax Reporting Requirements

Self-Directed IRA investors should be aware of the following IRA tax reporting responsibilities.  Some of these items are completed by your custodian and some of them are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the IRS...

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3 Year-End IRA Tips

It's the end of the year and many IRA investors are stressing about what they need to do by December 31, 2016. Here's what you need to know for your IRA as it relates to year-end. 1. 2016 Contribution Deadline. First, the good news. You don't have to make your 2016...

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RISE Act Bill Update for Self Directed IRA Investors

The RISE Act proposed by Senator Ron Wyden of Oregon would significantly impact self-directed IRAs. I previously wrote about the bill here and provided a detailed analysis. In summary, the bill would require that all self-directed IRA investment purchases be valued by...

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Can I Get Out of the Annuity I Bought with My IRA?

I've consulted many clients over the years who used their IRA funds to buy an annuity investment. The most common questions I get are as follows. What is an annuity? Now mind you, these are persons who already own an annuity. Can I cancel it and get my money back to...

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