The Self-Directed IRA Handbook, Second Edition: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors
The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations. The Handbook, now in its Second
The Self-Directed IRA Handbook is the most widely used book in the self-directed IRA industry. The first edition was released in 2013 and sold over 20,000 copies. The Second Edition added 80 new pages of content and three new chapters (solo 401(k), cryptocurrency, valuations) with over 50 new citations. The Handbook, now in its Second Edition, clearly explains the prohibited transaction rules, investment structures, common self-directed IRA investment assets (real estate, private company, IRA/LLCs, private equity, hedge funds, crowdfunding, crytpocurrency, precious metals), and IRA tax pitfalls (UBIT & UDFI tax). The Handbook also includes extensive FAQs after each chapter, and nearly 150 citations to cases, statutes, rulings, and opinions from the IRS and DOL.
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Excellent Guide to Self-Directed Retirement Accounts I highly recommend reading this book, followed by going over the articles on Mat’s blog: sdirahandbook.com. Finally, I found it well worth setting up an hour consultation with Mat’s law firm, kkoslawyers.com, to go over specific questions for my case. I believe there’s a typo in the book: Section âDIAGRAM 11.1, WHEN CAN AN IRA INVEST INTO A PRIVATECOMPANY?â page 263, the diagram shows that if a specific seller ofshares is NOT a disqualified person, the IRA canât invest. Also,…
A Retirememt Planning Must Have This should be required reading for anyone who plans to retire one day (EVERYONE!). Matt is the expert in this area and his book simplifies the process and shows the advantages of self directing your IRA. He also works to keep readers on the right side of the rules. After reading the book I decided to move my SDIRA to his new trust company (DirectedIRA). I hope you get as much out of it as I did. Iâm investing in metals and real estate and feel much safer than being in the market.
Best Self-Directed IRA Book I’ve Read! This book is awesome! Anyone studying or consider themselves well versed in self-directed IRA’s should get this book. There are numerous rulings on tax court cases that will help you stay away from prohibited transactions or self-dealings. This book is more like a reference book. You can start with any chapter. I highly recommend.