Category Archives: Self-Directed Roth IRA

Can an IRA be used to start a husband’s new business?

Question: A husband & wife borh have Roth IRA’s & husband has a 401k. He plans to leave his corporate job & start his own business. If Roth & 401k funds are transferred to Quest self directed IRA’s, can husband & … Continue reading

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Tax Treatment of Flipping Promissory Notes in an IRA

Question: The debate continues:)  I actually have an account with another SDIRA company in FL. I use their company website as a resource but, it does not seem to give much information regarding the the tax treatment of Flipping notes in … Continue reading

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Temporary relief for IRA owners who entered broker indemnification agreements

Quincy Says: As I predicted long ago, the IRS will not invalidate millions of IRAs because of the indemnification and cross-collateralization clauses in a typical brokerage style of IRA.  In at least some brokerage accounts, the account agreement calls for … Continue reading

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