TL;DR Yes, you can roll over a 403b to a self-directed IRA without taxes or penalties, as long as you use a direct rollover. The process takes 7 to 21 business days. You choose a specialized SDIRA custodian, open the…
TL;DR Standard brokerage IRAs limit you to stocks, ETFs, and mutual funds. A Self-Directed IRA (SDIRA) opens the door to real estate, gold and silver, cryptocurrency, private notes, private equity, and more. The Self-Directed Roth IRA adds tax-free growth on…
Self-Directed IRA Tax Filing Requirements: What Forms You Actually Need to File (2026) Self-Directed IRA Tax Filing Requirements: What Forms You Actually Need to File (2026) Self-Directed IRA Tax Filing Requirements: What Forms You Actually Need to File (2026) Self-Directed…
TL;DR Yes, a self-directed IRA can own a business, but only as a passive, arms-length investor, and self-directed IRA business ownership comes with four hard limits: you and your family (disqualified persons) cannot transact with or work for the business,…
TL;DR You cannot take a loan against crypto held in an IRA. Pledging IRA-held crypto as collateral for a personal loan is a prohibited transaction under IRC Section 4975. If this happens, the IRS treats your entire IRA as distributed…
TL;DR A self-directed Roth IRA for crypto works like a standard Roth IRA but uses a specialized custodian that permits digital assets. You fund it with cash (after-tax), buy crypto through the custodian’s approved exchange, and all growth is tax-free…
TL;DR A self directed crypto IRA is a retirement account that lets you buy and hold Bitcoin, Ethereum, and hundreds of other cryptocurrencies with either tax-deferred (Traditional) or tax-free (Roth) growth. You need a specialized custodian because Fidelity and Vanguard…
TL;DR A gold and silver IRA is a self-directed IRA that holds physical precious metals inside a tax-advantaged retirement account. You can fund it by rolling over a 401k or existing IRA. Gold must be 99.5% pure; silver must be…
TL;DR You can buy silver in an IRA by opening a self-directed IRA with a specialized custodian, funding it through a rollover or transfer, selecting IRA-eligible silver that meets the IRS’s 99.9% purity threshold, and directing your custodian to purchase…
TL;DR Self-directed IRA loans to family are allowed for some relatives and strictly prohibited for others, and the line is drawn by the disqualified persons rules under IRC Section 4975. Your IRA cannot lend to you, your spouse, your parents…
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