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Self Directed IRA Blog

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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3 Year-End IRA Tips

3 Year-End IRA Tips

It's the end of the year and many IRA investors are stressing about what they need to do by December 31, 2016. Here's what you need to know for your IRA as it relates to year-end. 1. 2016 Contribution Deadline. First, the good news. You don't have to make your 2016...

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RISE Act Bill Update for Self Directed IRA Investors

RISE Act Bill Update for Self Directed IRA Investors

The RISE Act proposed by Senator Ron Wyden of Oregon would significantly impact self-directed IRAs. I previously wrote about the bill here and provided a detailed analysis. In summary, the bill would require that all self-directed IRA investment purchases be valued by...

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