Resources
An IRA custodian recently contacted a member of our staff. His account invested in a publicly traded partnership (PTP), allowing partners to consolidate capital and acquire publicly traded shares. The letter he received advised him to file a Form 990-T because income yielded by the PTP was subject to unrelated business income tax (UBIT). Need … Read More
Many self-directed investors who call our office ask, “Can I act as the property manager for my IRA-owned real estate?” The answer is yes, but there are several rules that must be followed in order to comply with IRS guidelines. Ready to invest in real estate with a tax-advantaged account? Click here to open a new account with … Read More
Traditional IRAs can promote financial success in the short and long terms through tax-deferred contributions and distributions at retirement-age tax rates. Such distributions most directly benefit anyone age 59 1/2 or higher, as anyone younger may incur taxes and a penalty. Per the Internal Revenue Code (IRC), individuals below age 59 1/2 will sustain a … Read More
Hopefully, your account-owned rental property has served your retirement plan well. What if you’ve decided you really want to retire and start living in your IRA-owned real estate? Ready to invest in real estate with your self-directed retirement plan? Click here to begin our easy online new account application. If the house was purchased by your Roth … Read More
What’s the difference between an IRA and a 401(k)? As the marketplace for investment opportunities has evolved, available options for retirement strategies have followed suit. Different combinations of retirement plans, publicly traded securities, and alternative investment options allow investors to adopt a strategy that satisfies their financial goals. However, some may speak of IRAs and 401(k)s interchangeably, … Read More
History of the Roth IRA In 1971, an army veteran from Delaware named William Victor Roth began his near-30-year tenure in the United States Senate. He sought to build upon his brief stint in the House of Representatives by tenaciously pursuing tax cuts for the American people. 26 years after his first election, Senator Roth … Read More
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