Posts Tagged ‘ IRS Rules ’

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.

Considering Real Estate in a Self Directed IRA?

February 5th, 2010 | Posted in Uncategorized | 2 Comments »

With the economic downtown, savvy investors are looking for investment opportunities in real estate and may consider using a self directed IRA or real estate IRA. Here are the basics to help you get started and understand how it works.

Learn About the 2010 Roth IRA Conversion Rules

January 20th, 2010 | Posted in News | 2 Comments »

While the decision of whether or not to convert your IRA is one you should make with your tax advisor, we would like to share the answers to most commonly asked questions about the new Roth IRA conversion opportunity.

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.