IRA InformationWhat YOU Need to Know
Prohibited Transactions – Outlines what you can and cannot do with your IRA funds
Types of IRA’s – Discusses the different kind of iRA’s (i.e. Traditional IRA, Roth IRA, SEP-IRA, Simple IRA).
Precious Metals IRA – Tells you what you need to know about purchasing precious metals in your IRA.
Real Estate IRA – provides an overview of using your iRA to purchase real estate.
Buying International Real Estate – provides an outline of what you need to do to purchase international real estate using your IRA funds.
IRA Non-Recourse Financing – outlines the requirements for using leverage to finance an IRA investment.
UBIT – Addresses Unrelated Business Income Tax as it relates to a Self Directed IRA.
Foreign Account Tax Compliance Act (FATCA) – provides basic information about reporting requirements when making foreign investments.
IRA Contributions – Lists the contribution limits for each type of IRA.
IRA Distributions – Achrt to determine the Required Minimum Distribution (RMD) of an IRA.
Inherited IRA Rules – Information about what happens when you inherit an IRA.
Retirement Resources – Helpful links to assist you in retirement.
The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel.