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”
In this episode of REAL ESTATE RADIO LIVE WITH JOE CUCCHIARA
, we discuss different types of real estate investments – buy-and-hold real estate, real estate wholesaling, real estate flipping, real estate private lending, real estate tax liens & deeds – their respective tax treatment, and the importance of using the optimal tax entity to achieve the greatest tax savings for each. Cryptocurrency taxation and crypto tax strategy are also covered. Continue reading “Tax Podcast: Structuring Your Real Estate & Crypto Investments”
, Checkbook-Control IRAs
, and IRA-LLCs
are powerful alternative investment
vehicles with great tax benefits. However, for those that qualify, Checkbook Solo 401K Plans are far better vehicles for retirement-account real estate investing
. In this post will introduce the fundamentals of Checkbook Solo 401k Plans
and their benefits. Continue reading “Checkbook Solo 401k: Is It Better Than A Self-Directed IRA?”
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”
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 Account
s, particularly when there are multiple owners, can be achieved in several ways, which will be outlined in this post.
Continue reading “How to Manage Real Estate in Your SDIRA, Solo 401k, or Defined Benefit Plan”
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.