CheckBook IRA LLC ™
  • HOME
  • APPLICATIONS
  • BLOG
  • CHECK BOOK IRA
    • Introduction
    • Steps to Set Up
    • Real Estate
    • Is An IRA LLC Legal?
    • IRS Filing Requirements – Single Member IRA LLC
    • Filing Requirements – Multi-Member
    • Crypto
  • SOLO 401(k)
    • Introduction
    • The Set Up Process
    • Real Estate
    • Reporting & Bookkeeping
    • UBIT & UDFI
    • Crypto
  • Business Financing
  • UNIVERSITY
    • Introduction
    • Client Investment Examples
    • Real Estate
    • Is An IRA LLC Legal?
    • What’s Prohibited
    • Foreign Investments
    • Reporting & Bookkeeping
    • The Set Up Process
    • Testimonials
  • CLIENT STORIES
    • Client Case Studies
    • Client Videos
    • Testimonials
  • VIDEOS
  • PODCAST
  • FAQ
  • WHY USE US
    • Why Us
    • Meet the Management Team
    • Testimonials
  • CONTACT US
Select Page
The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds

The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds

by | | Uncategorized

The Pros and Cons of Using a Checkbook IRA for Tax Liens and Deeds by Peter Rizzo If you’ve been exploring ways to diversify your retirement portfolio, you’ve probably come across tax liens and deeds as an option. They’re a popular choice among experienced Checkbook...
Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors

Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors

by | | Uncategorized

Crypto Winter or Opportunity? What a Bear Market Means for IRA Investors by Peter Rizzo When crypto tanks, it’s easy to panic—many have definitely been there. Watching the value of digital assets in a self-directed IRA drop like a rock during a bear market feels...
Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA

by | | Uncategorized

Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA by Peter Rizzo Avoid These Common Mistakes When Filing Taxes with a Checkbook IRA If you’re like me and use a Checkbook IRA, tax season can get a little tricky. It’s not just about plugging numbers...
How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes

How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes

by | | Uncategorized

How Small Business Owners Can Use a Solo 401(k) to Reduce Self-Employment Taxes by Peter Rizzo If you’re a small business owner or freelancer, you know self-employment taxes can take a big bite out of your income. But a Solo 401(k) isn’t just for retirement...
How to Store Crypto in a Checkbook IRA Without Violating IRS Rules

How to Store Crypto in a Checkbook IRA Without Violating IRS Rules

by | | Uncategorized

How to Store Crypto in a Checkbook IRA Without Violating IRS Rules by Peter Rizzo More investors are using self-directed IRAs (SDIRAs) to hold crypto, but storing it the wrong way can lead to tax penalties. Unlike stocks, digital assets require special handling to...
Understanding UDFI for IRA Investments Using Non-Recourse Financing

Understanding UDFI for IRA Investments Using Non-Recourse Financing

by | | Uncategorized

Non-Recourse Financing Part II: Understanding UDFI for IRA Investments Using Non-Recourse Financing by Peter Rizzo Understanding UDFI for IRA Investments Using Non-Recourse Financing Investing in real estate through a self-directed IRA (SDIRA) can be a powerful...
« Older Entries
Next Entries »

Contact Us

    Name *

    Email *

    Phone *

    How can we help? *

    Search Articles

    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

    • 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?
    • How to Exit an IRA-Owned Property Without Triggering Taxes

    About Us

    • Why Use Us
    • Meet the Management Team
    • Privacy Policy
    • Check Book IRA LLC Application
    • Check Book IRA Trust Application
    • Solo 401(k) Application
    • Schedule a Phone Call with a Member of the Team

    Designed by Elegant Themes | Powered by WordPress

    GET A FREE GUIDE

    At Check Book IRA, we pride ourselves in helping people find the right solution to achieve their investment objectives.

    We’ve published a free guide that will walk you through the basics of the Checkbook IRA LLC and Solo 401(k) structures along with pricing and an application link.

      Name

      Email

      Phone Number (optional)

      Do you have any questions?

        Name

        Email


        Contact Us

         

          Name: *

          Email *

          Phone

          How can we help? *

          Contact Us

           

            Name: *

            Email *

            Phone

            How can we help? *

            Contact Us

              Name: *

              Email *

              Phone

              How can we help? *

              Contact Us

                Name: *

                Email *

                Phone

                How can we help? *

                Contact Us

                  Name: *

                  Email *

                  Phone

                  How can we help? *