How To Invest In Real Estate With SDIRAs and Checkbook Control

Tax Free Real Estate Investing With Self-Directed Retirement Accounts: SDIRA, QRP & 401k

Did you know that you can use a Traditional IRA and Roth IRA 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. Continue reading “How To Invest In Real Estate With SDIRAs and Checkbook Control”

CARES Act for Self-Directed Financial Investors: QRP, SDIRA, & Solo 401k

In this post, we focus on CARES Act implications & strategy for tax-favored self-directed retirement accounts: Individual Retirement Arrangements (IRA), Qualified Retirement Plans (QRP), Self-Directed IRAs (SDIRA), Solo 401k, Employer 401k plans & many other QRPs.

The CARES Act, short for Coronavirus Aid, Relief, and Economic Security Act, is a massive $2,000,000,000,000+ tax and spending package signed by President Trump on March 27, 2020. The CARES Act includes many forms of financial relief for businesses and individuals. Continue reading “CARES Act for Self-Directed Financial Investors: QRP, SDIRA, & Solo 401k”

Podcast: Checkbook IRA & 401k For Real Estate Syndicators

Real Estate Syndication and Checkbook IRAs & Checkbook 401(k) Plans are the perfect match! Real estate syndicators raise capital for real estate deals and Self-Directed Retirement Accounts could, potentially, provide ~$28,000,000,000,000 to investment sponsors. Checkbook Control Retirement Accounts are the ideal bridge between those that need investment capital and those that have investable tax-sheltered assets.

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”

Podcast: Everything You Need To Know About Self-Directed Retirement Investing

Get answers to the most common questions  – and learn advanced strategies – related to Self-Directed IRA, Checkbook IRA, Self-Directed Solo 401k, and Checkbook 401k. Bernard Reisz CPA was interviewed by John Casmon of Casmon Capital for the Target Market Insights podcast to answer frequently asked questions about the use of tax-sheltered retirement accounts for real estate investing. Continue reading “Podcast: Everything You Need To Know About Self-Directed Retirement Investing”

Webinar: What is an SDIRA with Checkbook Control?

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?”

Solo 401k Podcast: How It Integrates With Your Total Tax Strategy

Great Solo 401k Checkbook podcast discussion with Mark Jensen, leader of the Mark Jensen Commercial Real Estate Team, in which we challenged standard tax and financial assumptions. If you’re in real estate sales, mortgage brokering, or get real estate management/syndication revenue, this one’s for you: Continue reading “Solo 401k Podcast: How It Integrates With Your Total Tax Strategy”

Private Lending & Checkbook IRA/401K: How To Get Into Real Estate Podcast

Just posted and already has hundreds of downloads! Listen at The Real Blue Spruce.

On this episode with Adam A. Adams, get answers to:

  • What is real estate private lending?
  • How can I earn passive income through private lending?
  • What are the risks of private lending?
  • What are some private lending strategies?
  • How to protect your private lending investment?
  • How can I invest in private lending TAX-FREE with a Checkbook IRA/401K?
  • How can I leverage my IRA/401k to get into real estate investing?
  • How can I leverage private lending to learn how to invest in real estate?

Self-Directed IRA Custodians: A Comprehensive List


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”

Self-Directed IRA & 401K Investor 2018 Tax Filing Calendar

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”