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C U STORY S ERV ICE Self-directed IRAs Required Documentation for Account Opening Overview: A self-directed IRA is a tax advantaged account that gives you complete control over the management of your

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What is self-directed iras?

A self-directed IRA is an individual retirement account that allows investment in a wider range of assets than a traditional IRA.

Who is required to file self-directed iras?

Any individual who has a self-directed IRA must report it on their tax return.

How to fill out self-directed iras?

To fill out a self-directed IRA, you will need to report the account on your tax return and provide information about the investments within the account.

What is the purpose of self-directed iras?

The purpose of a self-directed IRA is to give individuals more control over their retirement investments and allow them to invest in alternative assets.

What information must be reported on self-directed iras?

You must report the value of your self-directed IRA, any contributions made during the tax year, and any distributions taken.

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