Self-Directed IRA (SDIRA) investors that have checkbook control ask the following question: Whose TIN should I use when investing with an IRA-LLC? Or, phrased another way: Should I use my SSN when investing with my IRA-LLC? Continue reading “IRA-LLC, 401k-LLC & QRP-LLC: TIN, EIN, or SSN For Form W-9 Tax ID” →
Every Checkbook Solo 401k investor is impacted by the tax innovation introduced by The Tax Cuts and Jobs Act. The key provision of Tax Reform for Solo 401k adopters to focus on is the new IRC 199A 20% Qualified Business Income – QBI – tax deduction. By definition Solo 401k and QBI go hand-in-hand – and a Solo 401k can help you maximize the value of this impactful tax deduction. Continue reading “Solo 401k & 199A QBI Tax Deduction” →
Tax-deductible Solo 401(k) contributions consist of 2 components: (1) Employee Elective Deferrals and (2) Employer Non-Elective Contributions (profit sharing). However, you may have heard various other terms used to describe 401(k) Plan contribution types. Following is a comprehensive guide to Solo 401k contributions, terms, and calculations. Continue reading “Solo 401k Contributions: Understanding & Optimizing” →
Continue reading “Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy” →
Real Estate Syndication and Checkbook IRAs & Checkbook 401(k) Plans are the perfect match! Real estate syndicators raise capital for real estate deals and Self-Directed Retirement Accounts could, potentially, provide ~$28,000,000,000,000 to investment sponsors. Checkbook Control Retirement Accounts are the ideal bridge between those that need investment capital and those that have investable tax-sheltered assets.
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On this episode with Adam A. Adams, get answers to:
