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 | | Current Events, Economics, Most Popular Posts, Self Directed IRA, Uncategorized
According to an article by “The Street”, about 85% of young adults say they would listen if their grandparents started a conversation about money management. Compare that to the measly 8% of grandparents surveyed who would actually discuss financial...
by | | Most Popular Posts, Self Directed IRA, Uncategorized
Annual Valuations: What You Need to Know Each year, your IRA Custodian completes a Form 5498 and submits a copy to you as well as the IRS. The form reports your annual contributions to the IRA as well as amounts that were rolled over during the year. Also included is...
by | | Most Popular Posts, Real Estate, Retirement Ideas, Self Directed IRA
Can You Retire in a Home Purchased With Your IRA? By Alisha Bennett The short answer is yes. However, as with most retirement strategies, there is a little more involved. The basic scenario is that the IRA buys the home as an investment and treats it as such UNTIL you...
by | | Client Questions, Economics, IRA LLC, Real Estate, Retirement Ideas, Self Directed IRA
Can I Co-Invest with My IRA? A Client asked: A close friend of mine wants to borrow $100,000 short term and is willing to pay an interest rate of 10%. He has good credit and a lot of collateral. I feel it would be a great loan for my IRA to make. The problem is I only...
by | | Self Directed IRA, Uncategorized
Can I Have a Roth Check Book IRA? By Alisha Bennett Yes, you can. To paraphrase: As you know, the beauty of a Roth IRA is that earnings are tax free. Part of this comes down to deciding that you are either saving money now with a standard IRA where contributions are...
