, 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. Note: Not all trust companies listed below are checkbook-control friendly.
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”