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 | | 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...
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, 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...
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,...
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...
