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IRS Tax Form 5498: What Do I Do With This Paperwork My IRA Provider Sent Me?

by Nicolas Acosta, Senior Operations Manager on (April 2, 2020)

Tax form 5498— you know it, you probably don’t love it, but do you understand it? The IRS seems to use it, but it’s an unclear form full of codes and terms the average investor doesn’t really know. Want to know more about this form, what you need to do with it, and how it’s used? Let us ease all your concerns and answer your questions, below.

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Topics: Self Directed IRA Rules, IRA & Taxes, IRAR Clients

Taking Your RMD: 5 FAQs for Self-Directed IRAs

by IRAR Trust Company on (November 21, 2019)

Taking a required minimum distribution (RMD) can be challenging if you’re not sure what you’re doing. There are real tax consequences if you don’t do it right, so smart IRA investors know it’s important to take it seriously. Since self-directed IRAs deal with alternative and sometimes illiquid assets, this can seem complex. But at IRAR, we’ve seen it all— and we’re here to help.

Our team of experienced self-directed IRA experts is here to guide you through the process, answering real RMD questions from real SDIRA investors.

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Topics: Self Directed IRA Rules, Distributions (RMD), IRA & Taxes

Why It's So Important to Name a Beneficiary for Your Self-Directed IRA

by Amanda Horstmann, Operations Specialist on (June 26, 2019)

Who do you want to inherit your IRA?

Most people know the answer to that question, but often those same people don’t have their beneficiaries set up. It might seem like a small thing, but if you don’t have this properly set-up (or worse, have the wrong person listed) your IRA could end up stuck in probate or going to a different person than you planned.

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Topics: Self Directed IRA Rules, IRA & Taxes, Beneficiary IRAs

4 Simple Ways to Manage Property Taxes in Your Self-Directed IRA

by Nicolas Acosta, Senior Operations Manager on (September 29, 2017)

It’s that time of the year again— that time when you need to start planning to pay property tax on your investment property. Paying property taxes only happens once or twice a year, so it is easy to forget and fall into costly pitfalls, such as penalties or tax liens on your property for late payments. Here are some tips to safeguard your property and to ensure that your taxes are paid in a timely manner.

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Topics: Real Estate IRA, IRA & Taxes

Self-Directed Real Estate IRAs and Taxes: The Basics of UBIT and UDFI

by Jason Craig, President on (August 23, 2017)

While assets are still in your self-directed IRA, you generally don’t have to pay taxes on the income. But, in certain situations, you do. This happens when the IRA owns property has been leveraged or is an operating business. The two phrases you’ll need to know about this are Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI).

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Topics: Private Placements/LLCs, Real Estate IRA, IRA & Taxes

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