Checkbook Control IRA Archives - 401K Checkbook

Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy

Posted on November 29, 2018 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.

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Webinar: What is an SDIRA with Checkbook Control?

Posted on August 21, 2018 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 →

Self-Directed IRA Custodians: A Comprehensive List

Posted on March 28, 2018 by 401K Checkbook

Checkbook IRAs require a self-directed IRA custodian according to Section 408 the Tax Code, in contrast with Solo 401K Plans for which no independent custodian is necessary. Following is a comprehensive and hyperlinked list of SDIRA custodians. Note: Not all trust companies listed below are checkbook-control friendly.

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Checkbook IRA: Year-End 2017

Posted on January 1, 2018 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” →