Self-Directed Retirement Plans for Alternative Asset Investing

For more information, please click on one of the links below for more specific guidance and information on each type of retirement plan

IRS Publications

Internal Revenue Service Publication 590 Individual Retirement Arrangements (IRAs)
Internal Revenue Service Publication 560

Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 598

Tax on Unrelated Business Income of Exempt Organizations

Prohibited Transactions

26 US Code §4975

Prohibited Assets

Investment in Collectibles


Articles of Interest

Exchange Away the Debt-Financed Tax Liability of a Leveraged Real Estate IRA

Asset Protection and Self-Direction: Fully Self-Directed IRA’S/401(k)’s Lay Beyond the Reach of Creditors

Slash the Tax Liability on IRA Distributions and Roth Conversions by Applying FMV Discounting Techniques to Alternative Assets held in fully Self-Directed Accounts


Recommended Reading

“Keep It! Advanced Tax Strategies for IRA’s.”
Joe Luby’s Excellent Work

"The Self Directed IRA Handbook: An Authoritative Guide For
Self Directed Retirement Plan Investors and Their Advisors"
Mat Sorensen's Comprehensive Guide
* Get a $5 discount when you buy the paper back version with the code: RR644VGF
code does not work in Amazon, only Authors website