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...
Investment Types and Strategies, Self Directed IRA, Self-Directed IRA Fundamentals, Traditional IRA
A Question I Get at Least Once a Week Here’s something that catches almost every new client off guard: the IRS doesn’t actually have a category called “self-directed IRA.” Open the tax code and look for it. You won’t find it. Legally speaking, a...
401(k), 60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
IR-2016-113, Aug. 24, 2016 Retirement Plan Rollovers Made Easier WASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for...
60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA
The IRS Clarified the IRA One-Rollover-Per-Year-Rule IR-2014-107, Nov. 10, 2014 WASHINGTON — The Internal Revenue Service today issued guidance clarifying the impact a 2014 individual retirement arrangement (IRA) rollover has on the one-per-year limit imposed by the...
