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Self Directed IRA Blog

2017 Solo 401(k) Contribution Deadlines and Mechanics

2017 Solo 401(k) Contribution Deadlines and Mechanics

As 2017 comes to an end, it is critical that Solo 401(k) owners understand when and how to make their 2017 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still in 2017. A Solo 401(k) is a...

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Forbes Article on Complex Self-Directed IRA Rules

Forbes Article on Complex Self-Directed IRA Rules

A recent article on Forbes by Bryan Ellis outlines the importance in making sure you understand self-directed IRA rules before you invest. Check out the excellent article and a quote from yours truly here. Also, Bryan has a significant amount of additional resources...

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4 Reasons to Ditch Your SEP IRA for a Solo 401(k)

4 Reasons to Ditch Your SEP IRA for a Solo 401(k)

If you are self-employed and use a SEP IRA to save for retirement, you should carefully consider moving those funds to a new Solo 401(k) (aka "Solo K"). Both SEP IRAs and Solo Ks are retirement plans commonly used by self-employed persons with no employees, such as:...

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IRS Announces 2018 Retirement and HSA Contribution Amounts

IRS Announces 2018 Retirement and HSA Contribution Amounts

The IRS announced new contribution amounts for retirement accounts in 2018, and there are some winners and losers in the bunch. The biggest win goes to 401(k) owners, including Solo K owners, who saw employee contribution amounts go from $18,000 to $18,500. Health...

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Self-Directed Beneficiary IRAs: RMD and Investing Tips

Self-Directed Beneficiary IRAs: RMD and Investing Tips

If you've inherited an IRA from a parent or other loved one, it is likely that you have a beneficiary IRA. These can be powerful accounts, but you need to understand the required minimum distribution ("RMD") rules for your beneficiary IRA to properly utilize it. The...

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Buying a Retirement Home With Your Self-Directed IRA

Buying a Retirement Home With Your Self-Directed IRA

A common question among self-directed IRA investors is, “Can I buy a future retirement home with my IRA?” Yes, you can buy a future retirement home with your IRA, but you need to understand the rules and drawbacks before doing so. First, keep in mind that IRAs can...

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