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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...
GenXer’s and the Savings Gap

GenXer’s and the Savings Gap

by | | Current Events, Economics, Most Popular Posts, Self Directed IRA, Uncategorized

According to an article by “The Street”, about 85% of young adults say they would listen if their grandparents started a conversation about money management.  Compare that to the measly 8% of grandparents surveyed who would actually discuss financial...

Annual Valuations: What You Need to Know

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

Annual Valuations: What You Need to Know Each year, your IRA Custodian completes a Form 5498 and submits a copy to you as well as the IRS. The form reports your annual contributions to the IRA as well as amounts that were rolled over during the year. Also included is...
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...
Can You Retire in a Home Purchased With Your IRA?

Can You Retire in a Home Purchased With Your IRA?

by | | Most Popular Posts, Real Estate, Retirement Ideas, Self Directed IRA

Can You Retire in a Home Purchased With Your IRA? By Alisha Bennett The short answer is yes. However, as with most retirement strategies, there is a little more involved. The basic scenario is that the IRA buys the home as an investment and treats it as such UNTIL you...
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    Solo 401(k)

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      • Legal Investments in a Solo 401(k)?
      • The Solo 401(k) Set Up Process
      • UBIT & UDFI

    Check Book IRA University

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      • 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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