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.
Where Should I Title My Real Estate: An LLC, a Trust, or Personally?
Real estate may be owned in your personal name, a business name, or a trust. Here's a quick guide to how you should title different types of properties.
RMDs and Solo 401(k)s: Three Quirky Rules to Know
All retirement account owners must be familiar with their account’s RMD rules. But, there are three quirks to be aware of when it comes to Solo 401(k)s.
IRS Announces 2018 Retirement and HSA Contribution Amounts
The IRS just announced new contribution amounts for retirement accounts in 2018, and there are some winners - and a few losers - in the bunch.
The IRS Does Not Approve IRA Investments – “IRA Approved” or “IRS Approved” Terms Are False
Don't be fooled by promoters who use slogans like “IRS Approved” or “IRA Approved.” The IRS does not approve IRA investments. Here's why that matters.
SEC Notice 5866 and Self Directed IRA Investment Due Diligence
In 2012, the SEC and NASAA issued Investor Notice 5866 on self-directed IRAs and the risk of fraud. Here's how to apply its lessons to your due diligence.
Self-Directed IRAs, Real Estate Crowdfunding, and UBIT Tax Explained
Real estate is the most common asset class for self-directed IRAs. Here's how real estate crowdfunding works in an IRA, and when UBIT tax can apply.
Correcting Your IRA’s RMD Failures and Avoiding the Penalty
If you failed to take your required minimum distributions (RMD) from your self-directed IRA, then follow these steps to avoid paying the 50% penalty.
Fact and Fiction for IRA RMDs
The rules of when RMDs apply and to what accounts can be confusing: So, I have outlined some facts every retirement account owner should know.
Avoiding the 20% Withholding Tax on 401(k) Distributions
Before you're hit with the 20% withholding tax on a 401(k) distribution, consider using a self-directed IRA first. Here's how the IRA solution works.
California Rollover IRAs Can Receive ERISA-Style Creditor Protection
Never rolled 401(k) or other employer-based plan into a California Rollover IRA because someone told you it isn’t protected from creditors? They're wrong!
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.
