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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...
You Can’t Do That! Prohibited Transactions 101

You Can’t Do That! Prohibited Transactions 101

by | | Prohibited Transactions, Real Estate, Uncategorized

You Can’t Do That! Prohibited Transactions 101 By Alisha Bennett This is the first post in a new series we will be doing, entitled “You Can’t Do That!” In this series, we will be examining transactions that would be considered prohibited under IRC...
IRA Prohibited Transaction Chart

IRA Prohibited Transaction Chart

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...
Funds go into the IRA first – then into the LLC

Funds go into the IRA first – then into the LLC

by | | Client Questions, Economics, IRA LLC, Prohibited Transactions

Just got of the phone with a financial advisor that has been sending us quite a few clients.  One of the reasons they have been sending their people to us is our expertise and the time we spend educating our clients. He was in a panic because one of his clients had...
Who’s Got Your Back?

Who’s Got Your Back?

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,...
IRA LLC & Rental Property: A Common Mistake

IRA LLC & Rental Property: A Common Mistake

by | | Common Questions, IRA LLC, Prohibited Transactions

IRA LLC & Rental Property: A Common Mistake By Jordan Sheppherd I received a call from a woman in North Carolina who was interested in using the CheckBook IRA LLC structure to buy rental property.  I had explained the process and how it works for about fifteen...
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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

    Blog

    • What Does Diversification Really Mean in a Self-Directed IRA?
    • How to Stress-Test Your IRA Portfolio for the Next Market Shock
    • What Happens to My Self-Directed IRA When I Die?
    • Should You Set Up a Roth Solo 401(k) if You’re Still in Growth Mode?
    • 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?

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