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Category: IRS Rules and Regulations

September 20, 2017Jack CallahanIRS Rules and Regulations

The Second Golden Rule of Investing with Self-Directed IRAs: Beware of Prohibited Transactions

Prohibited transactions are dealings your IRA must avoid to comply with IRS regulations that govern retirement plan investments. If you self-direct an IRA, it is your responsibility to understand what these transactions entail and to avoid them at all costs. Failure to do so can dramatically affect … Read More

September 18, 2017Jack CallahanIRS Rules and Regulations

The First Golden Rule of Investing with Self-Directed IRAs: Avoid Disqualified Persons

Investors who understand and follow rules that govern IRAs have one thing in common: They rarely get in trouble with the IRS.  Why? Because compliance with the IRS keeps all retirement accounts, including self-directed IRAs, in good standing. Failing to do so can cause heavy penalties, taxation, and even … Read More

March 22, 2017Jack CallahanIRS Rules and Regulations

Rules for Real Estate IRAs

Real estate is the number one asset in self-directed IRAs. When you are able to choose the type of property you want to use to grow retirement income, you have many diverse options at your fingertips. Property assets can offer a solid hedge against the volatility of … Read More

February 17, 2017Jack CallahanIRS Rules and Regulations

Do You Know What to Do if You Inherit an IRA?

There are several things you should know if you inherit an IRA. Not knowing the proper way to handle these funds can be costly and defeat the purpose of your benefactor in wanting leave you their hard-earned savings. The rules differ for spouses and non-spouses (such as … Read More

December 21, 2016Jack CallahanIRS Rules and Regulations

Your IRA Can Partner Funds with a Disqualified Person to Invest

If you are familiar with IRAs, you probably have a good idea of the IRS rules and regulations that govern retirement accounts—especially if you self-direct. You understand your retirement plan must avoid dealings with disqualified persons or run the risk of taxation, penalization, or even disqualification. However, … Read More

November 16, 2016Jack CallahanIRS Rules and Regulations

3 Reasons Your Retirement Plan May Owe Taxes

While everyone knows that earnings grow in retirement plans on a tax-sheltered basis, don’t assume this means your IRA doesn’t owe taxes for other reasons. In fact, there are three main reasons your retirement plan may indeed incur taxation. Failing to understand this and neglecting to pay … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
June 8, 2016Jack CallahanIRS Rules and Regulations

Funding Your New Business with Retirement Funds

While you are unable to borrow funds from an IRA to give yourself or a business you own capital, you are able to do so using funds from a qualified plan, such as a 401(k). The following case study outlines the different options in structuring these types … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
June 3, 2016Jack CallahanIRS Rules and Regulations

How to Convert a Traditional IRA to a Self-Directed Roth IRA

There are tremendous tax advantages Roth IRAs have over traditional IRAs causing investors to move assets from taxable accounts into tax-free Roth plans. These plans can be self-directed, gaining additional benefits and flexibility to those saving for retirement. What are conversions? The IRS allows you to move assets from … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
March 29, 2016Jack CallahanContributions & Distributions

Federal Income Tax Filing and IRA Contribution Deadline Extended

Most of us are well aware that not only are our federal tax returns due on April 15 every year, but that is also the deadline for contributions to be made in our individual retirement accounts for that tax-filing year. However, this year, these deadlines have been … Read More

How to Convert a Traditional IRA to Self-Directed Roth IRA
February 16, 2016Jack CallahanIRS Rules and Regulations

Top 5 Transactions to Avoid When Investing with a Real Estate IRA

Real estate IRAs are the favored retirement plan structure for those who want to control their own investing funds and decisions using self-directed plans. Alternative assets in this realm can offer steady monthly income for those who use rentals this way. Other investors prefer the potential for … Read More

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