TL;DR The 60 day rule is the IRS deadline that gives you 60 calendar days from the date you receive an indirect retirement-account distribution to redeposit the full amount into another qualified retirement account, or the entire distribution becomes taxable as ordinary…
TL;DR Self directed IRA and Roth IRA are not competing account types they describe two separate dimensions of retirement account design. “Self directed” defines investment flexibility (real estate, cryptocurrency, precious metals, private equity). “Roth” defines tax structure (after-tax contributions, tax-free…
TL;DR You can rollover 401k to self directed ira with no taxes or penalties if you use a direct rollover and follow IRS timing rules. A self-directed IRA opens up asset classes your 401(k) cannot touch: real estate, physical gold…
In January 2013, Lawrence Peek and Darrell Fleck walked into Tax Court convinced they had structured a clean self-directed IRA deal. Each had used his IRA to buy half of a Colorado fire-safety business through newly-formed FP Company. Each had…
TL;DR Is a self-directed IRA a good idea? For a small set of investors it is an excellent idea, and for most people it is not worth it. An SDIRA is a good idea if you have a specific alternative…
TL;DR Self-directed IRA vs 401k comes down to seven concrete differences in 2026, not one. A 401(k) is employer-sponsored, capped at $24,500 in employee deferrals ($32,000 with the 50+ catch-up, $35,750 with the SECURE 2.0 super catch-up for ages 60–63), often includes…
TL;DR Here is how to open a self-directed IRA: choose an IRS-approved self-directed IRA custodian, complete a short account application (about 15 minutes), fund the account by contribution, transfer, or rollover, then direct your custodian to buy your first investment.…
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