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Please browse articles covering all aspects of self-directed retirement plans. You may also sign up to be notified of new articles via email:

IRS Publication Links

In this article, you wil find links to the frequently used IRS publications that you may need if you self-direct the funds in your IRA.

To access any of the IRS documents, please click the link below:

IRA Publication 590: Individual Retirement Arrangements (IRAs)

IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)

IRS Publication 969: Health Savings Accounts and Other Tax-Favored Health Plans

IRS Publication 970: Tax Benefits for Education

IRS Publication 598 : Tax on Unrelated Business Income of Exempt Organizations

 

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