Bradford Tax Institute

Blog

  • Home
    • About the Publisher
    • About the Site
  • Resources
    • Free Newsletter
    • New Articles
    • Webinars
    • Tax Courses
  • Contact
  • Search

Is a Self-Directed IRA Right for You?

January 24, 2022

To get my complete, FREE article
with all the details…

Hey. Don’t blame the “custodians” of your traditional IRA investments.

It’s not their fault that they’re limiting you to buying vanilla investments like stocks, bonds, mutual funds, and ETFs.

They’re just following the law.

But what if you want more control
over your investment choices?

Consider a self-directed IRA.

When you establish a self-directed IRA, you’re not subject to onerous custodian-imposed restrictions.

Instead, a self-directed IRA frees you to invest in a wide array of assets such as…

Real estatePrivate offeringsLivestock
International real estatePrivate equityOil and gas interests
Private businessesPrivate placementsFranchises
Trust deeds and mortgagesLLCsHedge funds
Tax liensLimited partnershipsForeclosures
Precious metals like as gold, silver, or platinumREITsCrowd funding
FarmlandCryptocurrencyPromissory notes

Want to have checkbook control over
your self-directed IRA?

All you have to do is form an LLC that owns all the assets in the account.

Then you, or another person you choose, can manage the LLC and control your bank account. This gives you near total control over your self-directed IRA!

If you do open a self-directed IRA, be sure you follow the rules.

If you have a self-directed IRA, be careful not to engage in prohibited transactions with your IRA. That’s the way to get in trouble, fast.

  • If you violate the complex prohibited transaction rules, your IRA can lose its tax-advantaged status and you can incur substantial penalties.
  • Prohibited transactions include any transaction between you and your close relatives and the IRA.
  • Again, remember, self-dealing is a giant no-no. You can get crushed like a bug if you get involved with this.

The bottom line?

The self-directed IRA has a lot going for it, but before you sign up for one, be sure you get all the facts.

We’ll provide them for you, in easy-to-understand language, when you…

CLICK HERE and get the complete article…

“Is a Self-Directed IRA Right for You?”

Filed Under: Investments, Retirement, Tax Planning

Test It Out

If you are not yet a subscriber, CLICK HERE. You’ll get a no-obligation 7-day FREE trial during which you can read, not only the article above, but all of our helpful tax-saving tips. This trial is absolutely free, you don't need a credit card, and there are no strings attached. That’s a personal promise.

Free Ezine

Email:

Are you a tax professional (CPA, EA, tax lawyer, tax preparer)?
   

For Tax Professionals

Learn how the Bradford Tax Institute can help you as a tax professional help your one-owner clients pocket more after-tax money and become raving fans.

Learn More »

For One-Owner Businesses

If you or you and your spouse own the business and you are looking for tax benefits, learn how we can help you keep more of hard-earned money and give less to the IRS.

Learn More »

Articles by Category

Bradford Tax Institute Blog

Operations

1050 Northgate Drive, Suite 351
San Rafael, CA 94903
E-Mail: contactus@bradfordtaxinstitute.com
Telephone: (415) 446-4340
Fax: (415) 446-0127

Editorial

1701 Pennsylvania Avenue, N.W., Suite 300
Washington, DC 20006
E-Mail: contactus@bradfordtaxinstitute.com
Telephone (202) 652-2293
Fax (202) 580-6559

Copyright © 2015 BradfordTaxInstitute.com