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.
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”