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...
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...
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...
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...
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...
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...
