Most Popular Articles

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Self Directed IRA Blog

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...

read more
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...

read more
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...

read more
College Savings Accounts: Coverdell Versus 529

College Savings Accounts: Coverdell Versus 529

Its college application season and like most parents, I've had to plan on how to help my kids afford college. As you make your plans, consider the two most common tax favored savings tools available. There are two types of accounts that you can establish to save for...

read more
Raising Capital in a Partnership or Joint Venture

Raising Capital in a Partnership or Joint Venture

We’ve all heard the buzz words of crowdfunding, PPMs, and IPOs, but there are less complicated ways to raise money and start a business and one of the most reliable and most used methods is that of partnerships or joint ventures. If you ‘re raising money from others...

read more
Share This