Articles
Roth Conversions: When You Should Convert Your IRA or 401(k) to Roth?
When should you convert your IRA or 401(k) to a Roth? There are three definite situations when converting makes sense. Here’s how to spot each one.
Self-Directed IRA Tax Reporting: Who Files What
Self-directed IRA investors have tax reporting duties each year. Some are handled by your IRA custodian; others are the IRA owner’s sole responsibility. Here’s the 2019 list.
New Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
As 2019 comes to an end, Solo 401(k) owners need to understand when and how to make their 2019 contributions. Here are the rules, steps, and strategies.
Properly Completing IRS Form W-9 for Your IRA/LLC or Checkbook Control IRA
Many self-directed IRA investors use an IRA/LLC (aka “checkbook-controlled IRA”) to hold investments. Here’s how to properly complete IRS Form W-9 for one.
Three Unique Benefits of Health Savings Accounts You Never Knew
HSAs are growing in popularity as more Americans discover their tax savings. Here are three unique benefits of health savings accounts you may not know about.
Critical Beneficiary Designation Rules for Your IRA or Other Retirement Accounts
Your retirement account’s beneficiary designation form is easy to complete, and can even prevent them from getting stuck and going to probate.
Buying a Retirement Home With Your Self-Directed IRA
Have you ever thought about buying a future retirement home with your self-directed IRA? It can be done, but there are rules. Here’s how it works.
How to Fund Your Start-Up with Self-Directed IRA Investors
Self-directed IRAs can invest in start-ups, private equity, venture capital, and other alternatives, but there are key rules to follow. Here’s what founders should know.
Pay the IRS or Lose Your Passport
If you plan to travel abroad and you’ve got serious tax debt, be proactive about paying it back with an installment agreement or make a compromise offer.
Investing in Real Estate with an IRA: The Most Overlooked Opportunity in Real Estate
With over $9 trillion in IRA accounts, the IRA is the most overlooked opportunity in real estate. Here’s how to invest in rentals, commercial, and flips with an IRA.
