Tag: Checkbook Control IRA

Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy

Posted on by 401K Checkbook

Fundamentals of IRAs Accounts, 401(k) Plans, Self-Directed IRAs, Self-Directed Checkbook IRAs, Traditional IRA, Roth IRA, Solo 401k Plans, Checkbook Solo 401k Plans…What are those and why does it matter? Bernard Reisz CPA and J Darrin Gross discuss the basics and advanced self-directed investing strategies on Commercial Real Estate Pro Network Radio Episode: Checkbook IRA with Bernard Reisz.

Continue reading “Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy” →

Webinar: What is an SDIRA with Checkbook Control?

Posted on by 401K Checkbook
ReSure and the Lujan-Merriman Development Group, LMDG, collaborated to produce an incredibly informative webinar about Self-Directed IRAs and Checkbook Control. Get answers to the following questions: Continue reading “Webinar: What is an SDIRA with Checkbook Control?” →

Self-Directed IRA Custodians: A Comprehensive List

Posted on by 401K Checkbook
Checkbook IRAs, 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” →

Checkbook IRA: Year-End 2017

Posted on by 401K Checkbook
Happy New Year to All Checkbook Control IRA Investors!

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” →