SDIRA Distribution

By | 2018-02-09T11:25:52+00:00 February 9th, 2018|Self-Directed IRA|

If done incorrectly, taking an SDIRA distribution can disqualify your IRA. If the IRS disqualifies your IRA, you owe taxes on the entire IRA backdated to Jan 1 of the year of the disqualification plus interest. If your return for that year is […]

IRA Trust

By | 2017-11-07T09:11:18+00:00 November 7th, 2017|Self-Directed IRA|

In IRA Trust, as an investment tool for the IRA, is a new concept for many IRA owners. Historically, for those clients who have wanted a “checkbook control” feature for their self-directed IRA investing, the IRA LLC structure has been the tool […]

SDIRA TRUST EIN

By | 2017-07-27T06:18:27+00:00 July 27th, 2017|Self-Directed IRA|

If you invest your self directed IRA into a trust, do you need an SDIRA Trust EIN? Legally, no. However, I strongly recommend one. Here’s why. For background on using a Trust with your SDIRA (rather than, say, an LLC), see