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Self Directed IRA Blog

5 Point Checklist to Keep Your Solo 401(k) Compliant

5 Point Checklist to Keep Your Solo 401(k) Compliant

Solo 401(k)s have become a popular retirement plan option for self-employed persons. Unfortunately, many of the plans are not properly maintained and are at the risk of significant penalty and/or plan termination. If you have a Solo 401(k), you need to ensure that the...

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Quitclaim Deed Versus Warranty Deed, What to Use?

Quitclaim Deed Versus Warranty Deed, What to Use?

When it comes to transferring property, such as rental properties into LLCs or your personal residence into a Trust, it can be confusing understanding whether you should use a quitclaim deed or a warranty deed. Here is a brief description of each type of deed and when...

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New 990-T Filing Rule for Self-Directed IRAs

New 990-T Filing Rule for Self-Directed IRAs

The IRS recently released updated the extension rules for 990-T tax returns that are required for certain self-directed IRAs. Form 990-T is a tax return that must be filed by an IRA when it receives what is known as unrelated business taxable income ("UBTI"). For a...

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2016 Self Directed IRA Tax Reporting Requirements

2016 Self Directed IRA Tax Reporting Requirements

Self-Directed IRA investors should be aware of the following IRA tax reporting responsibilities.  Some of these items are completed by your custodian and some of them are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the IRS...

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