Entries by Jim Hitt

Using Private Stock with Self-Directed IRAs

One of the most attractive aspects of using Private Stock with Self-Directed IRAs is the diversification it brings to your retirement portfolio. The IRS does not put many restrictions on the assets that are allowed in your Self-Directed IRA—life insurance, jewelry, collectibles and some precious metals are not permissible—but your custodian might not give you […]

C Corporation UBTI (Unrelated Business Taxable Income) Blocker Technique May Help Reduce Self-Directed IRA Taxes

The Tax Cuts and Jobs Act – the sweeping series of Tax Cuts Congress passed at the tail end of December 2017 – included a bit of Christmas cheer for dedicated Self-Directed IRA investors. Normally, as most readers are aware, there are no current year tax consequences for dividends, rental income or capital gains as […]

Partnering with your Real Estate Self-Directed IRA

When you have a Real Estate Self-Directed IRA, you may want to take advantage of the benefits which can come when investing with a partner. These can include access to more capital, which allows one to make larger investments with greater profit potential. Despite this, there are also disadvantages to a partnership such as making […]