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Glossary

Midland Trust glossary of financial terms.

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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...

Custodian

Custodian « Back to Glossary Index A company that custodies and holds title to clients’...

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...

Midland Trust Company Client Portal App

Midland Trust Company Client Portal App BRAND NEW MOBILE EXPERIENCE! Be one of the first...

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,...

Transfer

Transfer « Back to Glossary Index A movement of funds between retirement accounts at...

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...

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Mailing Address Midland IRA, Inc., PO Box 07520, Fort Myers, FL 33919 


General Phone Number 239-333-1032

 

MIDLAND TRUST COMPANY, NOR ITS AFFILIATES OR SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "MIDLAND"), IS NOT A FIDUCIARY: Midland’s role as the Custodian and/or Administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account, and is responsible for conducting his/her own due diligence. Midland has no responsibility or involvement in selecting or evaluating any investment and does not conduct any due diligence on any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.

 
 
 
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