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Crowd Funding

Crowd Funding

by | | 401k, Economics, Investment tips, IRA LLC, Real Estate, Retirement Ideas

Crowd Funding By Peter F. Rizzo A Great Way for the Novice Investor to get in on the Real Estate Boom. Every day, I talk to people who want to jump in the real estate market to get higher returns on their IRA or Solo 401(k) investments.  The Checkbook IRA...
REALTORS – “would you like fries with that?”

REALTORS – “would you like fries with that?”

by | | 401k, Economics, Investment tips, IRA LLC, Real Estate, Retirement Ideas, Self Directed IRA, Steve's Investment Tips, Uncategorized

Realtors: “Would you like fries with that?” By Steve Sheppherd Any real estate investor will tell you that an excellent real estate agent can be a real asset. However, in my experience most real estate agents are simply order takers. The only difference is that...
Can I Add an LLC to Solo 401(k)

Can I Add an LLC to Solo 401(k)

by | | 401k, Investment tips, IRA LLC, Retirement Ideas, Steve's Investment Tips

Can I Add an LLC to Solo 401(k) By Steve Sheppherd Some of our clients with the solo 401(k) would like to add an LLC. Perhaps for anonymity, that is what they wanted to do. And that is not an issue at all. As plan administrator, you can approve an investment of the...
Borrowing From Your Solo 401(k)

Borrowing From Your Solo 401(k)

by | | 401k, Investment tips, Retirement Ideas, Steve's Investment Tips

Borrowing From Your Solo 401(k) By Steve Sheppherd Another real advantage of the Solo 401(k) over an IRA is the ability to borrow money from your 401(k) personally. Not an investment, obviously you can do that. You are Trustee of the plan. If you need money...
Spouses in a Solo 401(k)

Spouses in a Solo 401(k)

by | | 401k, Economics, Investment tips, IRA LLC, Retirement Ideas, Steve's Investment Tips

Spouses in a Solo 401(k) By Steve Sheppherd Spouses Can Combine IRAs Into A Solo 401(k) One of the additional advantages of the Solo 401(k) is that a husband and wife can combine their retirement plans into one plan, and thus combine their funds to do investing. For...
Can I Buy Foreign Real Estate with my IRA or 401(k)?

Can I Buy Foreign Real Estate with my IRA or 401(k)?

by | | 401k, Investment tips, IRA LLC, Real Estate, Retirement Ideas, Steve's Investment Tips

Can I Buy Foreign Real Estate with my IRA or 401(k)? By Steve Sheppherd A lot of people would like to buy a property in other countries with their retirement fund.  It is just next to impossible using a regular self directed custodian. Each country has their own...
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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

    Blog

    • How to Stress-Test Your IRA Portfolio for the Next Market Shock
    • What Happens to My Self-Directed IRA When I Die?
    • Should You Set Up a Roth Solo 401(k) if You’re Still in Growth Mode?
    • How to Lend Money from Your IRA’ s LLC or Trust Without Violating IRS Rules
    • Is AI a Smart Long-Term Bet for Your Self-Directed IRA?
    • How to Exit an IRA-Owned Property Without Triggering Taxes

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