Category Archives: Self-Directed IRA Education

Retirement plans for small business owners

Small business owners have retirement plan options beyond Traditional and Roth IRAs, with the most notable self-directed options being the Simplified Employee Pension (or SEP IRA), the Savings Incentive Match Plan for Employees (SIMPLE IRA) and the Solo 401(k). Just like with Traditional or Roth IRA accounts, each of these can be a Self-Directed IRA […]

Can you really invest in almost anything?

As we mention elsewhere on our website, the Internal Revenue Code (IRC) explains that IRA holders may not invest in life insurance, collectibles or stock in an S corporation. With those exceptions, you are able to invest in just about anything with a Kingdom Trust Self-Directed IRA. Many don’t realize that some potential alternative assets […]

Why a CPA chose a Self-Directed IRA (case study)

Dave has worked in accounting since graduating from college in the early 1990s. He works for a large accounting office that offers a 401(k) plan, into which he has contributed the maximum or very close to it throughout his tenure with that company. He regularly consults retirement account holders on the tax consequences of their […]

Your Self-Directed IRA Needs a Custodian

by Tara Bogard, Business Development Officer Why does your Self-Directed IRA need a custodian? The easy answer to that is this: because the government says so. However, that answer usually leaves us with even more questions, especially ones asking why your IRA is required to have a custodian. All qualified accounts are required by law […]

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