Self-Directed IRA Rules Every Physician-Investor Should Know

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Self Directed IRA investments

By Safeguard advisors

When considering Self Directed IRA investments, it’s important to understand the regulations. These include prohibited transactions and people, among other rules. Often, immediate family members are excluded in participating in transactions, including living in property purchased by your IRA.

There are also heavy restrictions on the investments your IRA can invest in, including collectibles and life insurance. Before making decisions surrounding your retirement account, be sure to consult an expert who can help you plan your investment. Safeguard advisors can answer your questions about Self Directed IRA regulations to make sure your retirement account grows as a result of your investments.





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2 Responses

  1. IRA Losses

    You can claim losses on traditional and Roth IRAs as a miscellaneous itemized deduction, but only in very rare cases.

    For Roth IRAs, all accounts must be closed, including those that earned a profit. Traditional IRAs don’t need to be closed and are treated separately. You must show a loss from your tax base to qualify.



  2. New tax bill would remove age limit on IRA contributions

    House Ways and Means Committee Chair Kevin Brady, R-Texas, just unveiled legislation that would make changes to the IRS and rules on retirement savings.

    The bill includes provisions that would allow retirees to continue contributing to their IRAs past the age of 70 1/2, but would still require them to take mandatory distributions as soon as they reach that age. The legislation would also ease the rules for business owners in setting up multiple employer plans and in offering annuity options to their employees.

    Dr. David Edward Marcinko MBA


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