Articles
Roth IRA Distributions Before Age 59 ½
Every Roth IRA owner knows withdrawals after 59 ½ are tax free. But what taxes and penalties apply to early distributions before then? Here’s how the rules work.
Self-Directed IRA Fair Market Valuations Explained
If your SDIRA owns real estate, a note, precious metals or private company interest, consider your custodian’s guidance and report its Fair Market Value.
The IRS Says That You Can Contribute More to Your IRA and 401(k) in 2019
Great news for self-directed investors: the IRS announced higher 2019 contribution limits for IRAs, 401(k)s and other retirement plans. Here are the new numbers.
Tax and Legal Basics: Moving Yourself or Your Money Outside the U.S.
Are you a US citizen considering moving yourself or your money outside of the US? Before you leave the USA, first consider the tax and legal consequences.
How to Transfer or Rollover Funds to Your IRA?
Although you have options when moving funds from a retirement account to an IRA, checking the wrong box on your forms can have some serious consequences.
Can My IRA/LLC Have a Brokerage Trading Account?
Before you try to invest your self-directed IRA into stocks or other publicly traded investments, consider the pros and cons, and your options to do so.
What is a Foreign LLC or Corporation, and When Do I Need to Register My Company in Another State?
It is important to understand a couple of these details when determining whether you need to register your company in another state where you do business.
Distributions from Your Retirement Account: The Top Ten List
I’m routinely asked about what taxes and rules apply when funds are distributed from a retirement account. Here are the top 10 rules about distributions.
Legally Raising Money for Others
If you are receiving a fee for assisting someone else’s company in raising money, then you must operate within the confines of securities laws. These laws provide three different ways in which one may legally raise money for another company for a fee. You can’t...
401(k) Loans: How to Use $50K from Your Own 401(k)
Need access to your retirement funds? A 401(k) loan can let you use up to $50K of your own 401(k), but the rules can be confusing. Here’s how they work.
