Blog
Solo 401(k) vs. Self-Directed IRA: Comparing Alternative Asset Account Structures
Introduction For self-employed individuals evaluating alternative assets, the solo 401(k) vs. self-directed IRA comparison often centers on account structure, contribution rules, tax treatment, and administrative ...
Read More →
Private Equity in a Self-Directed IRA: How the Investment Structure Works
Introduction Most retirement investors are used to thinking of an IRA as a place for stocks, mutual funds, and exchange-traded funds. A self-directed IRA private ...
Read More →
Self-Directed IRA UBIT: When Taxes May Apply to Alternative Investments
Introduction IRA income is often tax-deferred until distribution, or may receive tax-free distributions in a Roth IRA, if applicable requirements are met. But certain investment ...
Read More →
Self-Directed Inherited IRA Rules: What Beneficiaries Need to Know
Introduction Inheriting an IRA can leave you with two immediate concerns: what the IRS expects you to do with the account, and what administrative and ...
Read More →
Solo 401(k) vs SEP IRA: Structural Differences for Self-Employed Plans
Overview of key structural distinctions under federal retirement plan rules Quick Summary / Key Takeaways Solo 401(k) plans are employer-sponsored retirement plans that may permit ...
Read More →
Self-Directed IRA and Traditional IRA: Federal Plan Rule Differences
Overview of account structure and investment scope under Internal Revenue Code §408 Quick Summary / Key Takeaways Both Traditional IRAs and Self-Directed IRAs are individual ...
Read More →
