What you can do to stop this unreasonable attack on Self-Directed IRA
Use the following links to use our democratic process and make some noise!
Quick & Easy – Do this first, now!
Impactful, but Requires Some Effort – After doing the Quick & Easy, take a few moments to send a custom message to members of congress.
Continue reading “SDIRAs Under Attack: What To Know & What To Do”
eQRP® – a marketing term registered to Total Control Financial, LLC – QRP and Solo 401k generate 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 and Solo 401k, as an alternative to SDIRA, is creating incredible buzz. But, there appears to be extensive misunderstanding of QRP and Solo 401k
, so we’re providing an educational resource for self-directed investors.
For 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?”
Self-Directed IRA (SDIRA) investors that have checkbook control ask the following question: What is the correct way to complete Form W-9 for an IRA-LLC? Whose TIN should I use when investing with an IRA-LLC? Should I use my SSN when investing with my IRA-LLC? Whose EIN should EIN should be entered on a W9?
Continue reading “IRA-LLC, 401k-LLC & QRP-LLC: How To Complete Form W-9 Tax ID”
, 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”
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”
, Checkbook-Control IRAs
, and IRA-LLCs
are powerful alternative investment
vehicles with great tax benefits. However, for those that qualify, Checkbook Solo 401K Plans are far better vehicles for retirement-account real estate investing
. In this post will introduce the fundamentals of Checkbook Solo 401k Plans
and their benefits. Continue reading “Checkbook Solo 401k: Is It Better Than A Self-Directed IRA?”
What is a Self-Directed IRA?
A self-directed IRA, or SDIRA, is an IRA that can be invested in assets that are not available on brokerage platforms. The most common SDIRA investment is real estate, but an SDIRA can hold private loans, private stock, tax liens, tax deeds, mortgage notes, livestock, mineral rights and nearly anything else. Section 408 of Tax Code disallows only life insurance and collectibles for IRAs; everything else is allowed. In addition, S-corp regulations don’t allow IRA shareholders for small business corporations. Self-directed IRAs are held by specialized trust companies that are qualified to administer such accounts.
What is an IRA-LLC? What is Checkbook-Control? Checkbook Control IRA?
Continue reading “5 Common Self-Directed IRA and IRA-LLC Questions”