CheckBook IRA LLC ™
  • HOME
  • APPLICATIONS
  • BLOG
  • CHECK BOOK IRA
    • Introduction
    • Steps to Set Up
    • Real Estate
    • Is An IRA LLC Legal?
    • IRS Filing Requirements – Single Member IRA LLC
    • Filing Requirements – Multi-Member
    • Crypto
  • SOLO 401(k)
    • Introduction
    • The Set Up Process
    • Real Estate
    • Reporting & Bookkeeping
    • UBIT & UDFI
    • Crypto
  • Business Financing
  • UNIVERSITY
    • Introduction
    • Client Investment Examples
    • Real Estate
    • Is An IRA LLC Legal?
    • What’s Prohibited
    • Foreign Investments
    • Reporting & Bookkeeping
    • The Set Up Process
    • Testimonials
  • CLIENT STORIES
    • Client Case Studies
    • Client Videos
    • Testimonials
  • VIDEOS
  • PODCAST
  • FAQ
  • WHY USE US
    • Why Us
    • Meet the Management Team
    • Testimonials
  • CONTACT US
Select Page
Why Did I Get a 1099 for My Rollover?

Why Did I Get a 1099 for My Rollover?

by | | Client Questions, IRA LLC, Most Popular Posts, Uncategorized

So, six months ago, you finally decided to roll that old 401(k) from a previous job, into a self-directed IRA.  You went online.  You read articles.  You even called your CPA to make sure the rollover was done correctly.  You requested a direct rollover from your...
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...
Can I Co-Invest with My IRA?

Can I Co-Invest with My IRA?

by | | Client Questions, Economics, IRA LLC, Real Estate, Retirement Ideas, Self Directed IRA

Can I Co-Invest with My IRA? A Client asked: A close friend of mine wants to borrow $100,000 short term and is willing to pay an interest rate of 10%. He has good credit and a lot of collateral. I feel it would be a great loan for my IRA to make. The problem is I only...
IRA Prohibited Transaction Chart

IRA Prohibited Transaction Chart

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

IRA Prohibited Transaction Chart Occasionally we get clients that have a difficult time understanding what a Prohibited Transaction entails. Basically it is either investing in something prohibited or dealing with a prohibited party. It sounds complex but it’s really...
Funds go into the IRA first – then into the LLC

Funds go into the IRA first – then into the LLC

by | | Client Questions, Economics, IRA LLC, Prohibited Transactions

Just got of the phone with a financial advisor that has been sending us quite a few clients.  One of the reasons they have been sending their people to us is our expertise and the time we spend educating our clients. He was in a panic because one of his clients had...
« Older Entries
Next Entries »

Contact Us

    Name *

    Email *

    Phone *

    How can we help? *

    Search Articles

    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 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
    • The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds
    • Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors
    • Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

    About Us

    • Why Use Us
    • Meet the Management Team
    • Privacy Policy
    • Check Book IRA LLC Application
    • Check Book IRA Trust Application
    • Solo 401(k) Application
    • Schedule a Phone Call with a Member of the Team

    Designed by Elegant Themes | Powered by WordPress

    GET A FREE GUIDE

    At Check Book IRA, we pride ourselves in helping people find the right solution to achieve their investment objectives.

    We’ve published a free guide that will walk you through the basics of the Checkbook IRA LLC and Solo 401(k) structures along with pricing and an application link.

      Name

      Email

      Phone Number (optional)

      Do you have any questions?

        Name

        Email


        Contact Us

         

          Name: *

          Email *

          Phone

          How can we help? *

          Contact Us

           

            Name: *

            Email *

            Phone

            How can we help? *

            Contact Us

              Name: *

              Email *

              Phone

              How can we help? *

              Contact Us

                Name: *

                Email *

                Phone

                How can we help? *

                Contact Us

                  Name: *

                  Email *

                  Phone

                  How can we help? *