Have you ever felt confused by self-directed retirement account jargon? Do you want to avoid hidden – but common – pitfalls and safely grow your assets through self-directed retirement accounts? This webinar will deliver clarity you need about the following topics: Continue reading “Webinar: Real Estate Retirement Accounts – The Great, The Good, The Bad, & The Ugly”
Self-directed QRP, Solo 401k, & SDIRA investors that use tax-sheltered retirement accounts to invest in real estate, private lending, crypto, tax liens, syndications and additional alternatives need to know about regulatory changes affecting their accounts. In this post, we’ll outline details of the SECURE Act impacting self-directed investors using QRPs, Solo 401(k), & SDIRA to invest off Wall Street. Continue reading “SECURE Act For QRP, Solo 401k, & SDIRA Investors”
In this post, we focus on CARES Act implications & strategy for tax-favored self-directed retirement accounts
: Individual Retirement Arrangements (IRA)
, Qualified Retirement Plans (QRP)
, Self-Directed IRAs (SDIRA)
, Solo 401k
, Employer 401k plans
& many other QRPs.
The CARES Act, short for Coronavirus Aid, Relief, and Economic Security Act, is a massive $2,000,000,000,000+ tax and spending package signed by President Trump on March 27, 2020. The CARES Act includes many forms of financial relief for businesses and individuals. Continue reading “CARES Act for Self-Directed Financial Investors: QRP, SDIRA, & Solo 401k”
eQRP® – a marketing term registered to Total Control Financial, LLC – and QRP have generated excitement and interest within the self-directed investor community. From crypto-enthusiasts, gold & silver precious metals investors, and tax lien & deed buyers to real estate syndicators, QRP as an alternative to SDIRA and Solo 401k, is creating incredible buzz. But, there appears to be extensive misunderstanding of QRPs
, so we’re setting the record straight for investors that want total financial control and IRS compliance.
For expert analysis, review, and FAQ about QRP, QRP-LLC, Solo QRP, Solo 401k, SDIRA, & Checkbook Control read on. Continue reading “EQRP® & QRP: What Are EQRP®, QRP, Solo 401k & SDIRA?”
Both syndicators and passive real estate investors will benefit from education about the incredible opportunity presented by Self-Directed IRAs and 401k plans, as well as the IRS guidelines that govern them. For a syndicator-centric perspective of SDIRA and SD401k real estate investing
, listen to this episode of The Real Estate Syndication Show
, hosted by real estate investor and syndicator Whitney Sewell
of Life Bridge Capital
. Continue reading “Podcast: Checkbook IRA & 401k For Real Estate Syndicators”
, IRA-LLCs & IRA-Trusts that provide “checkbook control,” require a Self-Directed IRA custodian according to Section 408 the Tax Code.
In contrast, Solo 401K Plans
& QRPs (Qualified Retirement Plans) do not need a financial institution custodian. Following is a comprehensive and hyperlinked list of SDIRA custodians.
- Not all trust companies listed below are checkbook-control friendly.
- ReSure is not endorsing any of the below listed financial institutions.
- ReSure has extensive insight into the pricing, service levels, and business practices of SDIRA institutions, but those fall outside the scope of this post.
- SDIRA should not be confused with QRP or 401k.
Continue reading “Self-Directed IRA Custodians: A Comprehensive List”
A comprehensive 2018 Tax Filing Calendar for self-directed retirement plans
, businesses, exempt organizations, trusts and estates, and individuals. Continue reading “Self-Directed IRA & 401K Investor 2018 Tax Filing Calendar”
Happy New Year to All Checkbook Control IRA
2017 was an exciting year – from the explosive emergence of Cryptocurrency to Tax Reform – we in the Self-Directed IRA community have had a stake in the evolution of the investment and tax landscape. In this post we’ll highlight how 2017 regulatory events relate to Checkbook IRA investors and provide some year-end IRA-LLC planning pointers. Continue reading “Checkbook IRA: Year-End 2017”