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What is a Self-Directed IRA Custodian?

What is a Self-Directed IRA Custodian?

by | | Common Questions, Self Directed IRA

What is a Self-Directed IRA Custodian? By Jordan Sheppherd Substantially, a “self directed IRA Custodian” is no different than any other Custodian. An IRA is technically a trust, and any Custodian is technically the trustee of that trust. As a result, since the trust...
Is a CheckBook IRA right for me?

Is a CheckBook IRA right for me?

by | | Client Questions, Common Questions, IRA LLC, Retirement Ideas

Is a CheckBook IRA right for me? By Peter F. Rizzo People are asking themselves this question every day. With many brokerages and investment advisers touting their expertise and road to a comfortable retirement people are questioning more and more what is the best...
Tax Return for LLC

Tax Return for LLC

by | | Common Questions, Economics, Investment tips, IRA LLC, Most Popular Posts, Retirement Ideas

Tax Return for LLC   Do you file a Tax Return for a Check Book IRA-LLC? Well, normally you do not, because normally we set them up as a single-member LLC. They are called the single-member entity, the IRS calls it a “Disregarded Entity”. And that simply means...
How to Buy Real Estate With Your IRA

How to Buy Real Estate With Your IRA

by | | Client Questions, Common Questions, Economics, Investment tips, IRA LLC, Most Popular Posts, Real Estate, Retirement Ideas, Steve's Investment Tips

How to Buy Real Estate With Your IRA By Peter F. Rizzo Every day, people are trying to figure out what is the best long-term investment for their IRA funds. With the unpredictability of the stock market and the risks of other high yield investments real estate is...
What’s the Difference Between Self-Directed IRAs and Check Book IRAs

What’s the Difference Between Self-Directed IRAs and Check Book IRAs

by | | 401k, Client Questions, Common Questions, Economics, IRA LLC, Steve's Investment Tips

What’s the Difference Between Self-Directed IRAs and Check Book IRAs By Peter F. Rizzo Daily I receive questions from clients regarding the differences between a Self-Directed IRA and a Check Book IRA.  I’ve laid out a summary of the two types of IRA setups as well as...
How much work can a Manager do on a property?

How much work can a Manager do on a property?

by | | 401k, Client Questions, Common Questions, Investment tips, IRA LLC, Real Estate, Self Directed IRA

[1:37] Steve covers the principles of a manager of a Check Book IRA LLC or the plan administrator doing minor work on a property owned by their plan.  There’s no hard fast rule but common sense needs to be used. Transcript Working On Your IRA-Owned Property Often...
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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?
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    • Reporting & Bookkeeping

Blog

  • Can My Check Book IRA Establish a Brokerage Account to Buy Stocks?
  • We Now Have the Secure Act 2.0 in Effect
  • Contribution Limits and Planning
  • Why Consider a Roth Conversion NOW
  • Hold on to your Assets!
  • Highlights of Changes for Contribution Limits for 2023

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