Optimize your IRA investments to avoid UBIT by understanding the crucial rules for alternative assets and how to stay compliant.
Avoiding UBIT in Your IRA: Rules for Alternative Asset Investments
Browsing Category
Tax & Regulatory Guidance
27 posts
Claiming Casualty Losses on Stolen or Damaged Bullion—A CPA Walkthrough
Discover essential steps to claim casualty losses on stolen or damaged bullion and learn how to maximize your deduction effectively.
Offshore Gold Storage: FinCEN Reporting Requirements You Can’t Ignore
Theoretically, offshore gold storage may seem straightforward, but complex FinCEN reporting rules could catch you off guard—here’s what you need to know.
RMDs at Age 73: Understanding the New Rules and Deadlines
Understanding RMDs at age 73 is crucial for compliance and tax planning; learn the new rules and deadlines to protect your retirement wealth.
FIFO vs. LIFO When Selling IRA Gold: Which Lowers Your Tax Bill?
Only by understanding FIFO versus LIFO can you determine which strategy may lower your IRA gold tax bill effectively.
Crypto Staking in IRAs: Tax Implications and Regulatory Updates
An in-depth look at crypto staking within IRAs reveals important tax implications and evolving regulations you need to consider.
How to Record Storage Fees and Insurance Costs on Schedule A
Here’s a helpful guide on how to record storage fees and insurance costs on Schedule A that could save you money with proper documentation.
Secure Act 2.0 Updates: Key IRA Changes Effective in 2025
Changes coming in 2025 under Secure Act 2.0 could significantly impact your IRA strategy—discover the key updates and how they could benefit you.
Beneficiary IRA Rules Post‑SECURE Act 2.0: Implications for Inherited Gold
Losing the ability to stretch distributions for inherited gold IRAs under SECURE Act 2.0 significantly changes estate planning; discover what this means for your strategy.
The CARES Act Legacy: What Temporary RMD Suspensions Taught Gold Investors
Keen gold investors learned valuable lessons from the CARES Act’s RMD suspension that could reshape their future strategies—discover how this legacy endures today.
