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...
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...
Self-Directed IRA Fundamentals
The Question Behind “What Does This Cost?” When someone asks me what their self-directed IRA fees will be, they’re rarely asking for a single number. They’re asking how to compare one custodian’s pricing against another’s without getting lost...
Roth IRA, Self-Directed IRA Fundamentals
The Same Question, Asked a Thousand Different Ways Traditional IRA vs. Roth IRA, which one should I go with? This might be the single most common question I get, in self-directed circles or otherwise. And here’s the honest answer nobody likes hearing at first:...
Compliance, Self-Directed IRA Fundamentals
Five Questions That Cover Almost Every Rule Most explanations of self-directed IRA rules read like a legal textbook: a long list of prohibitions with no obvious order. After two decades of fielding questions about this, I’ve found a more useful way in. Nearly...
