, Author at CheckBook IRA LLC ™

Annual Valuations: What You Need to Know

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!

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

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...

I Bought a Rental… Now What?

by | | Real Estate, Uncategorized

I Bought a Rental… Now What? This post will answer some of the common questions we get about how a piece of rental real estate would be handled in an IRA LLC. A lot of people get that an IRA LLC can buy property, but they sometimes have questions about how the...

Can You Retire in a Home Purchased With Your IRA?

Can You Retire in a Home Purchased With Your IRA? By Alisha Bennett The short answer is yes. However, as with most retirement strategies, there is a little more involved. The basic scenario is that the IRA buys the home as an investment and treats it as such UNTIL you...

Tax Liens: Making it Work!

Tax Liens: An Overview

I Bought a Rental… Now What?

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