Accredited Investor Accredited Investor « Back to Glossary Index A self-directed IRA investor who meets specific...
Administrator Administrator « Back to Glossary Index A company that provides office support including...
Alternative Investment/Alternative Asset Alternative Investment/Alternative Asset « Back to Glossary Index A financial asset that is...
Articles of Organization Articles of Organization « Back to Glossary Index A legal document used to establish an LLC...
Catch-Up Contribution Catch-Up Contribution « Back to Glossary Index An additional contribution amount that can be...
Contingent Beneficiary Contingent Beneficiary « Back to Glossary Index A person receiving benefits from a retirement...
Contribution Contribution « Back to Glossary Index Any funds added to a retirement account, including...
Contribution Limit Contribution Limit « Back to Glossary Index The maximum amount that you can contribute to...
Direct Rollover Direct Rollover « Back to Glossary Index A distribution of funds from one qualified...
Disqualified Person Disqualified Person « Back to Glossary Index A person or entity that your IRA cannot do...
Distribution Distribution « Back to Glossary Index A disbursement of funds from a retirement plan to...
Fair Market Valuation/Fair Market Value/FMV Fair Market Valuation/Fair Market Value/FMV « Back to Glossary Index The price an investment...
FMV Documentation Samples FMV Documentation Information A fair market valuation (FMV) assigns or changes the value...
Form 1099-R Form 1099-R « Back to Glossary Index Form 1099-R is the form used to report distributions...
Form 5498 Form 5498 « Back to Glossary Index Form 5498 is the form used to report contributions to an...
Form 5500 Form 5500 « Back to Glossary Index Form 5500 is an annual report filed with the US Department...
Form 990-T Form 990-T « Back to Glossary Index A form that exempt organizations use to report unrelated...
How To Earn Tax-Free Income on Rental Property in Your IRA Earn Tax-Free Income on Rental Property in Your IRA Updated Post on March 13, 2023 The...
How To Invest In Oil and Gas Using a Self-Directed IRA Investing in Oil and Gas Using a Self-Directed IRA Posted on February 10, 2016 ...
Indirect Rollover Indirect Rollover « Back to Glossary Index A distribution of funds from a qualified...
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Operating Agreement Operating Agreement « Back to Glossary Index A legal document that governs an LLC. Operating...
Primary Beneficiary Primary Beneficiary « Back to Glossary Index A person who is first to receive benefits in a...
Prohibited Investment Prohibited Investment « Back to Glossary Index Types of investments that the IRS does not...
Prohibited Transaction Prohibited Transaction « Back to Glossary Index Transactions with certain individuals that...
Required Minimum Distribution/RMD Required Minimum Distribution/RMD « Back to Glossary Index The minimum amount of funds that...
Roth Conversion Roth Conversion « Back to Glossary Index A transfer of retirement funds from a traditional...
Roth IRAs: Benefits, Requirements, and More. Do You Qualify? Roth IRAs and What You Need to Know Posted on February 22, 2019 You may be asking what...
Subscription Agreement Subscription Agreement « Back to Glossary Index Defines the terms of an investor’s investment...
Tax-Deferred Tax-Deferred « Back to Glossary Index Tax-free growth on gains (interest, dividends, and...
The New Age of Retirement Planning - Learn More at Midland Trust The New Age of Retirement Planning What a rollercoaster ride the current financial...
Traditional Investment Traditional Investment « Back to Glossary Index These include stocks, bonds, mutual funds,...
Trustee Trustee « Back to Glossary Index A person or entity that holds the legal title of an asset...
Unrelated Business Income Tax/UBIT Unrelated Business Income Tax/UBIT « Back to Glossary Index The tax owed on income received...
Unrelated Business Taxable Income/UBTI Unrelated Business Taxable Income/UBTI « Back to Glossary Index The type of income that is...
Unrelated Debt-Financed Income Tax/UDFI Unrelated Debt-Financed Income Tax/UDFI « Back to Glossary Index A tax that applies to gains...
