by | | Common Questions, Most Popular Posts, Self Directed IRA, Uncategorized
Many of our articles refer to filing your LLC in New Mexico rather than your home state. If you are wondering why, this article will help you consider the pros and cons of a New Mexico LLC. The number one reason our clients prefer to file in New Mexico is Privacy! ...
by | | Common Questions, Most Popular Posts, Prohibited Transactions, Self Directed IRA, Uncategorized
One of the most frequent questions I hear is, “What will this structure cost me annually?” Bascially, you may have two types of fees each year. Custodian fees (for the IRA) and State fees (for the LLC). Custodian Fees Our Custodian Our Qualified...
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...
by | | Client Questions, Common Questions, IRA LLC, Self Directed IRA
We’ve had a lot of phone calls from individuals that are in a panic to get a contribution deposited before the deadline of April 15th. However, if you have an IRA somewhere you can simply mail in a check as long as it’s post marked by midnight Monday the...
by | | Common Questions, IRA LLC
Don’t Forget to Renew Your LLC (Like I Did) By Jordan Sheppherd For those of you who already have a CheckBook IRA, here’s a friendly reminder to renew the LLC. An LLC continues in existence only at the pleasure of the State in which it was created. As a result, each...
by | | Client Questions, Common Questions, IRA LLC, Most Popular Posts, Prohibited Transactions, Self Directed IRA
Who’s Got Your Back? A large number of prospective clients in the last few months have mentioned how difficult it is to find someone who can adequately answer their questions regarding the CheckBook IRA structure. If they try to lay out a possible transaction,...
