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Why File My LLC in New Mexico?

by | | Common Questions, Most Popular Posts, Self Directed IRA, Uncategorized

Many of our articles refer to filing your LLC in New Mexico rather than your home state.  If you are wondering why, this article will help you consider the pros and cons of a New Mexico LLC. The number one reason our clients prefer to file in New Mexico is Privacy! ...

Annual Fees Overview: What Will My Check Book IRA Cost Per Year?

by | | Common Questions, Most Popular Posts, Prohibited Transactions, Self Directed IRA, Uncategorized

One of the most frequent questions I hear is, “What will this structure cost me annually?”  Bascially, you may have two types of fees each year.  Custodian fees (for the IRA) and State fees (for the LLC). Custodian Fees Our Custodian Our Qualified...
GenXer’s and the Savings Gap

GenXer’s and the Savings Gap

by | | Current Events, Economics, Most Popular Posts, Self Directed IRA, Uncategorized

According to an article by “The Street”, about 85% of young adults say they would listen if their grandparents started a conversation about money management.  Compare that to the measly 8% of grandparents surveyed who would actually discuss financial...

Annual Valuations: What You Need to Know

by | | Most Popular Posts, Self Directed IRA, Uncategorized

Annual Valuations: What You Need to Know Each year, your IRA Custodian completes a Form 5498 and submits a copy to you as well as the IRS. The form reports your annual contributions to the IRA as well as amounts that were rolled over during the year. Also included is...
Tax Liens: Making it Work!

Tax Liens: Making it Work!

by | | Client Questions, Real Estate, Retirement Ideas, Uncategorized

Tax Liens: Making it Work! By Jordan Sheppherd If you’ve read the “Tax Liens: Overview” article, you have a good sense of what a tax lien is and isn’t. Below, we discuss some of the ins and outs of tax lien investing. So although the highly publicized return rates of...
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    Solo 401(k)

    • Solo 401(k)
      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

    • Check Book IRA University
      • Foreign Investments
      • Is An IRA LLC Legal?
      • Prohibited Transactions
      • Reporting & Bookkeeping

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    • How to Stress-Test Your IRA Portfolio for the Next Market Shock
    • What Happens to My Self-Directed IRA When I Die?
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    • Is AI a Smart Long-Term Bet for Your Self-Directed IRA?

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