by | | IRA LLC, Most Popular Posts, Self Directed IRA, Uncategorized
If are using a Self Directed IRA, then you are well aware of the benefits of retaining control of your investments. Most likely you are paying less, if anything, in advisor fees, transaction fees, annual fees, etc. You are able to invest in nontraditional assets...
by | | Common Questions, Most Popular Posts, Self Directed IRA, Uncategorized
Many of our articles refer to filing your LLC in New Mexico rather than your home state. If you are wondering why, this article will help you consider the pros and cons of a New Mexico LLC. The number one reason our clients prefer to file in New Mexico is Privacy! ...
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 | | 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...
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...
by | | Client Questions, Real Estate, Retirement Ideas, Uncategorized
Tax Liens: Making it Work! By Jordan Sheppherd If you’ve read the “Tax Liens: Overview” article, you have a good sense of what a tax lien is and isn’t. Below, we discuss some of the ins and outs of tax lien investing. So although the highly publicized return rates of...
