Archive for the ‘ IRA Rules ’ Category

Understanding Unrelated Business Taxable Income (UBTI)

July 8th, 2010 | Posted in IRA Rules | No Comments »

There are certain situations in which a self directed IRA can generate taxable income in the form of UBTI

Understanding Prohibited Transactions and How to Avoid Them

February 23rd, 2010 | Posted in IRA Rules | 14 Comments »

A Prohibited Transaction can bring into question the tax-deferred status of your IRA, potentially resulting in the disqualification of your account and substantial tax consequences. Understanding the rules associated with self directed IRA investments can help avoid this.

Self Directed IRA Services, Inc. ("SDIRA Services") acts only as a passive custodian of self directed individual retirement accounts and does not provide tax, legal, or investment advice. Any information communicated by SDIRA Services is for educational purposes only, and it should not be construed as tax, legal, or investment advice. Whenever you make an investment decision, please consult with your legal, tax, and investment professionals. All account transactions are directed by the IRA owner and the IRA owner accepts and assumes full responsibility for the suitability, evaluation, selection, success or failure of any investment. SDIRA Services does not sponsor, endorse or investigate any investment and is not affiliated with any investment product sponsor or issuer.