IRS Prohibited Transactions

Various Gifting Options for Charities

There are various gifting options for charities that a charitably-minded individual might consider.  Using a self-directed IRA or 401(k) plan to donate is not necessary, however, an individual may wish to establish a self-directed plan during the accumulation years of their plan to grow their retirement account with the freed0m and flexibility they may desire.  Also, it actually may be easier …read more →

Self-Directed IRAs & 401Ks – Who the Heck are Disqualified Individuals?!

Wanna self-direct? Make sure you follow this IRS Prohibited Transaction and your life will be easier!