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 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. 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” →