IRA-LLC, 401k-LLC & QRP-LLC: TIN, EIN, or SSN For Form W-9 Tax ID

Which EIN should you use with your IRA-LLC, 401k-LLC, IRA-Owned LLC, Checkbook IRA?

Self-Directed IRA (SDIRA) investors that have checkbook control ask the following question: Whose TIN should I use when investing with an IRA-LLC? Or, phrased another way: Should I use my SSN when investing with my IRA-LLC? Continue reading “IRA-LLC, 401k-LLC & QRP-LLC: TIN, EIN, or SSN For Form W-9 Tax ID”

Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy

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.

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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”

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”

Best Ever Real Estate Show: Checkbook Self-Directed IRAs and Solo 401(k)s

For comprehensive info about Checkbook Control Retirement Accounts, including SDIRA & Solo 401k, listen to  Best Ever Real Estate Podcast: Using IRA’s & 401k’s To Invest In Real Estate with Bernard Reisz, hosted by Joe Fairless and the Best Ever Team. Continue reading “Best Ever Real Estate Show: Checkbook Self-Directed IRAs and Solo 401(k)s”

Checkbook IRA: Year-End 2017

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”

5 Common Self-Directed IRA and IRA-LLC Questions

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?

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How To Invest In Real Estate With Self-Directed IRAs and Checkbook Control

Did you know that you can use a Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-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?

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How to Manage Real Estate in Your SDIRA, Solo 401k, or Defined Benefit Plan

Real estate is the most popular asset for self-directed retirement accounts and is a great long-term investment. Efficient and compliant management of real-estate properties owned by Real Estate Retirement Accounts, particularly when there are multiple owners, can be achieved in several ways, which will be outlined in this post.

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How To Buy A Retirement Home With Retirement Funds: SDIRAs, IRA-LLCs, Solo 401k Plans

Can I Buy A Retirement Home With My Self-Directed IRA, Solo 401k, or DB Plan?

You can buy your dream retirement home with your self-directed IRA, IRA-LLC, Solo 401(k), or Defined Benefit Plan. Your IRA Checkbook  and Checkbook 401k can be used to purchase real property worldwide – Playa del Carmen, Mexico to Beijing, China and anywhere in-between. However, you must be aware of the prohibited transaction tax rules that apply to real estate investment. This post will address key questions about purchasing a vacation home with tax-favored retirement accounts. Continue reading “How To Buy A Retirement Home With Retirement Funds: SDIRAs, IRA-LLCs, Solo 401k Plans”

Self-Directed Real Estate Retirement Accounts For Real Estate Agents

Checkbook 401k plans, Checkbook IRAs, Checkbook QRPs and other self-directed retirement accounts that allow real estate investing with tax advantaged funds should be part of every real estate agent’s financial plan. This article will introduce the fundamentals of such accounts and the opportunities they present for those that have an insider’s view of the real estate market.

What Are Self-Directed Retirement Accounts?

Self-directed retirement accounts, which can be in the form of IRAs or Qualified Plans, allow you to use retirement money for non-traditional investments and retain all the tax benefits of those vehicles. Real estate investing is by far the most popular investment for such accounts, with other common assets being real estate secured private loans, private loans, hard money loans, mortgage notes, and tax liens – all of which are forms of income generation from real property. Continue reading “Self-Directed Real Estate Retirement Accounts For Real Estate Agents”

In-Service Distributions: Checkbook Control Solo 401k, SDIRA & QRP

Checkbook Control QRPs, 401(k) plans, and SDIRAs are powerful vehicles for investing in alternative assets classes, including: real estate, raw land, private loans, hard money loans, private businesses, tax certificates, cryptocurrency, crowdfunded investments, foreign & overseas assets, and so much more.

Getting access to and rolling over funds from your employer-sponsored 401k to a Checkbook QRP, Solo 401k or Checkbook IRA is doable in many instances, but you’ll have to overcome some obstacles to do so. With the knowledge provided in this post, you’ll be prepared to get the results you want.

Unlock Your Employer 401(k) to Get Checkbook Control Continue reading “In-Service Distributions: Checkbook Control Solo 401k, SDIRA & QRP”