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Self Directed IRA Blog

2017 Tax Reporting for Your Self-Directed IRA

2017 Tax Reporting for Your Self-Directed IRA

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

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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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GOP Tax Reform and Retirement Accounts

GOP Tax Reform and Retirement Accounts

Its official: We have tax reform. But, how does it affect your IRAs, 401(k)s, 529s, Coverdells, and other retirement and education savings accounts? Let’s break down what’s new, what was proposed and didn’t make it, and what stays the same. New Changes for 2018 There...

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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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