by | | IRA LLC, Real Estate
7 Lessons to a Check Book IRA “Knowledge is Power.” Lesson One: The Summary Learn about the IRA LLC and how you can get checkbook control of your IRA. Lesson Two: The Players Learn about Self Directed Custodians and all the different players that make...
by | | IRA LLC, Most Popular Posts, Self Directed IRA, Testimonials
Check Book IRA Client Buys and Leases Out Oil Tanker in North Dakota We received a call from one of our clients that had a tax related question and while on the phone I asked him what he was doing with his IRA LLC. “Oh, I’m in the oil business”, he said. I quizzed...
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, 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...
