TL;DR Holding crypto on an exchange means every trade is taxable, your assets sit on the exchange’sbalance sheet, and you have zero IRA protection if the platform fails. A self-directed crypto IRA givesyour Bitcoin and digital assets tax-deferred or tax-free…
TL;DR Yes, you can hold both physical gold and cryptocurrency in a self-directed IRA (SDIRA). The IRS authorizes both asset classes — gold under IRC §408(m)(3) and crypto as “property” under IRS Notice 2014-21. The critical challenge is custodian selection:…
TL;DR Platinum is IRS-permitted inside a self-directed IRA under IRC §408(m)(3), but only if it meets .9995 minimum fineness, is held exclusively by an IRS-approved custodian at an approved depository, and arrives from a NYMEX/COMEX-certified refiner or national government mint. Taking…
TL;DR Platinum IRA in 60 Seconds A platinum IRA is a self-directed IRA (Traditional, Roth, SEP, or SIMPLE) that holds physical platinum coins or bars inside a tax-advantaged retirement account. The IRS requires a minimum purity of 99.95%, storage at…
TL;DR A palladium IRA is a self-directed IRA (SDIRA) that holds physical palladium meeting IRS purity standards of .9995 fineness. You can roll over a 401(k) or existing IRA into one, fund it with approved coins like the Canadian Palladium…
TL;DR A silver IRA is a self-directed IRA that holds physical silver bullion meeting IRS fineness requirements of .999 or higher — not silver ETFs, not mining stocks, not collectible coins. All silver must be stored at an IRS-approved depository.…
TL;DR Most self-directed IRAs do not need their own EIN. The custodian’s EIN covers routine IRA activity.Four specific situations require your SDIRA to get its own EIN: forming a checkbook IRA LLC, investing in a partnership, triggering UBIT that requires…
TL;DR XRP ETFs (like Bitwise XRP at 0.34% or Franklin Templeton EZRP at 0.19%) are convenient for quick, liquid XRP exposure in any brokerage account. But a self-directed Roth IRA holding actual XRP offers tax-free growth on every dollar of…
TLDR Rolling over a 401k to a gold IRA is a straightforward process when you follow the IRS rules. You open a self-directed IRA with a specialized custodian, fund it through a direct rollover or transfer from your existing plan,…
TL;DR A checkbook control IRA is a self-directed IRA that owns an LLC. You manage the LLC as a non-compensated manager, which means you can wire money to a crypto exchange directly from the LLC’s bank account, without waiting days…
Fill out the form below, and we will be in touch shortly.
*Your information will never be shared with any third party.
*Your information will never be shared with any third party.
