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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...
Tax Liens: An Overview

Tax Liens: An Overview

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

Tax Liens: An Overview By Jordan Sheppherd Clients often ask us, “Should I invest in tax liens? My brother-in-law says you can get 25% return!” Before discussing whether the investment is a right fit, it is best to make sure that the boundaries of what a tax lien is...
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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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    • Top Mistakes Investors Make with IRA LLCs and How to Avoid Them
    • What Economic Uncertainty Means for Self-Directed Retirement Accounts
    • How an IRA Trust Can Simplify Checkbook Control for Real Estate Investors
    • Roth IRA Conversions Under Trump’s Megabill
    • Is a Checkbook IRA Right for You? A 5-Point Self-Assessment
    • Is a Checkbook IRA Right for You? A 5-Point Self-Assessment

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