by | | Client Questions, Common Questions, IRA LLC, Self Directed IRA
We’ve had a lot of phone calls from individuals that are in a panic to get a contribution deposited before the deadline of April 15th. However, if you have an IRA somewhere you can simply mail in a check as long as it’s post marked by midnight Monday the...
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 | | Client Questions, IRA LLC
Can I retire in a house bought by my IRA LLC? By Jordan Sheppherd I received the following question from one of our clients: Dear Jordan, I was wondering how it would work if I chose to buy a piece of property that I later wanted to move into and own? I’m looking at...
by | | Client Questions, IRA LLC
One of the things that can hang people up when they are introduced to the CheckBook IRA LLC structure is how a distribution of funds would occur once they retire. Below is an excerpt from an email I received from one of our prospective clients: …how would I take...
by | | Client Questions, IRA LLC
Can I Trade Stocks in my CheckBook IRA LLC? By Jordan Sheppherd I received the following question from a current client in Ohio: Hi Jordan, I was wondering if it’s ok for me to trade stocks in my Check Book IRA? As you know, I’ve been investing primarily in...
