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Self Directed IRAs: Taking the Next Step

Self Directed IRAs: Taking the Next Step

by | | IRA LLC, Most Popular Posts, Self Directed IRA, Uncategorized

If are using a Self Directed IRA, then you are well aware of the benefits of retaining control of your investments.  Most likely you are paying less, if anything, in advisor fees, transaction fees, annual fees, etc.  You are able to invest in nontraditional assets...

Why File My LLC in New Mexico?

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! ...

Annual Fees Overview: What Will My Check Book IRA Cost Per Year?

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...

Rolling Over Accounts to Your Check Book IRA: Problem Accounts

by | | Client Questions, Most Popular Posts, Self Directed IRA, Uncategorized

Rolling Over Accounts to Your Check Book IRA: Problem Accounts By Jordan Sheppherd When a prospective client calls us asking about the IRA LLC structure, I always start off by asking them what accounts they plan on moving over to the new structure. I ask this at the...
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...
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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

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    • 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

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