Precious Metals, Self-Directed IRA Fundamentals, Traditional IRA
Which Gold IRA Assets are Eligible? This Question Trips Up Many Investors In over twenty years of administering self-directed IRAs, a few clients have asked whether they could add gold coins they already own to their account. The answer, of course, is a “hard stop...
Compliance, Unrelated Business Income Tax
Most people open a self-directed IRA for one reason: freedom. Freedom to put their retirement money into real estate, private businesses, or precious metals, things they actually understand and believe in. That freedom is real, and I’ve spent my career helping...
Self-Directed IRA Fundamentals, Traditional IRA
Two Very Different Questions Hiding in One The question, “How Much Do You Need to Start a Self-Directed IRA?” is really two separate questions wearing the same outfit. One is about opening the account. The other is about actually buying something with it. The answers...
Compliance, Prohibited Transactions, Self-Directed IRA Fundamentals
The List Looks Simple Until the Math Gets Involved Ask most investors who counts as a disqualified person, and they’ll get the basics right: yourself, your spouse, your kids. What trips people up isn’t the simple list. It’s the entity ownership...
