Tag Archives: Form 990-T

Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI)

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In 2011, I published a six-part article series entitled “Investing Retirement Funds into Non-Traditional Assets using a Self-Directed IRA”.  Because readers found that information to be useful as a “starting point” for learning about self-directed IRAs (perhaps because it was less “technical” than many other articles I have written), I have now revamped those articles and will post them … Continue reading Self-Directed IRA Article Series – Part 4 – Current Tax to IRA (UBTI & UDFI) →

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Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation]

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[UPDATE: Listen to presentation referenced below here] I am honored to be presenting for Bloomberg BNA on Wednesday, June 10th at 10am Pacific / 1pm Eastern (webinar).  BNA is a very well-respected legal and tax research service and (as far as I know) I will be their first ever presenter on self-directed IRA-specific legal/tax topics. … Continue reading Self-Directed IRA Investing: Fortune or Folly? [Bloomberg BNA presentation] →

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Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC)

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Introduction: The popularity of investing retirement accounts into “non-traditional” assets (e.g. real estate, private lending, LLC and partnership interests, etc.) using a self-directed IRA or an IRA-owned LLC (sometimes sold as a “checkbook control IRA”) has increased exponentially over the past 15 years.  This growth has brought increased mainstream media attention, scams, and a huge amount of … Continue reading Top 3 reasons to talk to a tax attorney before forming a self directed IRA (or IRA LLC) →

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