Is your IRA compliant? What you need to know so you don’t make these mistakes

Sovereign Confidential

Report

If you’re set up with a Self-Directed IRA or 401(k), congratulations — you’re already way ahead of the game.

Instead of being limited to domestic, publicly traded securities, you’re able to invest in real estate (both foreign and domestic), in private equity deals, in international markets, in physical precious metals, and even (for now) in cryptocurrencies.

This is especially attractive these days, with record corporate and government debt levels (and the debt trading near all-time high prices) and a frothy equity market.

(If you don’t have a Self-Directed IRA, make sure to read on to see how flexible, freedom
supporting and lucrative they can be.)

But if you have a Self-Directed retirement account, there are a few things you need to know to stay compliant.

For instance, do you need to file an annual return for your IRA LLC? Do you need to file an FBAR?

We consulted with a few experts and put together this piece to help you make the most of your IRA… and to make sure you don’t break it.

If you’re set up with a Self-Directed IRA or 401(k), congratulations — you’re already way ahead of the game. Instead of being limited to domestic, publicly traded securities, you’re able to invest in real estate (both foreign and domestic), in private equity deals, in international markets, in physical precious metals, and even (for now) in…

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