Both syndicators and passive real estate investors will benefit from education about the incredible opportunity presented by Self-Directed IRAs and 401k plans, as well as the IRS guidelines that govern them. For a syndicator-centric perspective of SDIRA and SD401k real estate investing
, listen to this episode of The Real Estate Syndication Show
, hosted by real estate investor and syndicator Whitney Sewell
of Life Bridge Capital
. Continue reading “Podcast: Checkbook IRA & 401k For Real Estate Syndicators”
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”
A comprehensive 2018 Tax Filing Calendar for self-directed retirement plans
, businesses, exempt organizations, trusts and estates, and individuals. Continue reading “Self-Directed IRA & 401K Investor 2018 Tax Filing Calendar”
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”
What is a Self-Directed IRA?
A self-directed IRA
, or SDIRA
, is an IRA
that can be invested in assets that are not available on brokerage platforms. The most common SDIRA investment is real estate
, but an SDIRA can hold private loans
, private stock, tax liens
, tax deeds, mortgage notes, livestock, mineral rights and nearly anything else. Section 408 of Tax Code
disallows only life insurance and collectibles for IRAs; everything else is allowed. In addition, S-corp regulations
don’t allow IRA shareholders for small business corporations. Self-directed IRAs are held by specialized trust companies that are qualified to administer such accounts.
What is an IRA-LLC? What is Checkbook-Control? Checkbook Control IRA?
Continue reading “5 Common Self-Directed IRA and IRA-LLC Questions”
Did you know that you can use a Traditional IRA
, Roth IRA, SEP-IRA
, or HSA
to invest in real estate tax free? Do you know the difference between a Traditional IRA and Roth IRA? In this post you’ll get an overview of these accounts and how you can use a self-directed IRA with checkbook control for real estate investing.
What is NOT a Self-Directed IRA?
Continue reading “How To Invest In Real Estate With Self-Directed IRAs and Checkbook Control”