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.
Inherited IRAs: Requirements and Tips
If you've inherited an IRA, it's likely that you have a powerful Beneficiary IRA. But, make sure you understand RMD rules and distribution options first!
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.
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.
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.
Published Work
VIP Contributor on Entrepreneur where I write on retirement, tax, and legal topics.
My article on real estate investment assigments was in Realtor Magazine, which is the largest real estate publication in the US
Attorney at Law magazine has covered my expertise and niche practice on Self-Directed IRAs in two separate articles
My article on how investors can purchase and sell crypto tax-free using a Roth IRA was featured at Cryptopedia.
