UBIT Definition UBIT stands for Unrelated Business Income Tax. This is a tax that applies to the profits of an active business owned by a Self-Directed retirement account. Most investors never run into it, because the types of investments favored by the Self-Directed platform are normally passive in nature and thus are tax deferred, (or […]
Q: I just did an indirect rollover to fund my new self-directed IRA or Solo 401(k), which means that my prior custodian/trustee will issue a 1099R and mark it as a distribution. How do I advise the IRS that I redeposited the funds within 60 days into my new self-directed IRA or Solo 401(k) so […]
Most investors discover the benefits of alternative assets and Checkbook Control after having already invested their retirement funds in a standard IRA or 401(k). Fortunately, almost any existing retirement plan can be rolled or invested into any other—including self-directed accounts. The specific details of the transfer will differ depending on the nature of the original […]
Here is a Cost Comparison of Broad Financial's IRAs: To see a comparison of Self Directed IRA structures, please scroll below. Self Directed IRA Fee Structures When researching Self Directed IRAs, you’ll find that there are three basic fee structures: Transaction Fees. In this model there is a low set-up fee, and the account holder […]
Self-directed IRA 1974 – ERISA (Employee Retirement Income Security Act) is enacted, thus enabling the financial product known as the IRA to come into being. 1990s – Responding to consumer pressure for investment choice in their IRAs, a number of trust companies that allow for self-direction enter the IRA arena. 1996 – Previously, James Swanson […]
Take advantage of our premium investment tools to create your own retirement prosperity. Checkbook Control: Place investments by simply signing a check. No need to wait for lengthy transfer procedures. Investment Authority: You make all the investment decisions. Decide with your checkbook what to invest in, who to invest with, and when to place the […]
What’s the difference between a standard Self-Directed IRA and a Self-Directed IRA with a LLC? A standard Self-Directed IRA limits your investment choices to Wall Street products. A Self-Directed IRA with a LLC allows you to invest your retirement funds in many different asset classes, and it makes it incredibly easy to do so. What […]
With a Real Estate IRA, you can invest in almost every available real estate product. Produce a steady return by investing in rental properties, play the market by purchasing a strategic retirement home, or strike it big by attaining a foreclosure at an auction. A Self-Directed Real Estate IRA gives you the investment freedom you […]
