Tag: SDIRA

SDIRAs Under Attack: What To Know & What To Do

Posted on by ReSure Financial

What you can do to stop this unreasonable attack on Self-Directed IRA

Use the following links to use our democratic process and make some noise!

Quick & Easy – Do this first, now!

Impactful, but Requires Some Effort – After doing the Quick & Easy, take a few moments to send a custom message to members of congress.

Continue reading “SDIRAs Under Attack: What To Know & What To Do” →

SECURE Act For QRP, Solo 401k, & SDIRA Investors

Posted on by ReSure Financial
Self-directed QRP, Solo 401k, & SDIRA investors that use tax-sheltered retirement accounts to invest in real estate, private lending, crypto, tax liens, syndications and additional alternatives need to know about regulatory changes affecting their accounts. In this post, we’ll outline details of the SECURE Act impacting self-directed investors using QRPs, Solo 401(k), & SDIRA to invest off Wall Street. Continue reading “SECURE Act For QRP, Solo 401k, & SDIRA Investors” →

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

Posted on by ReSure Financial
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” →

EQRP® & QRP: What Are EQRP®, QRP, Solo 401k & SDIRA?

Posted on by ReSure Financial
eQRP® – a marketing term registered to Total Control Financial, LLC – QRP and Solo 401k generate excitement and interest within the self-directed investor community. From crypto-enthusiasts, gold & silver precious metals investors, and tax lien & deed buyers to real estate syndicators, QRP and Solo 401k, as an alternative to SDIRA, is creating incredible buzz. But, there appears to be extensive misunderstanding of QRP and Solo 401k, so we’re providing an educational resource for self-directed investors.

For analysis, review, and FAQ about  QRP, QRP-LLC, Solo QRP, Solo 401k, SDIRA, & Checkbook Control read on. Continue reading “EQRP® & QRP: What Are EQRP®, QRP, Solo 401k & SDIRA?” →

IRA-LLC, 401k-LLC & QRP-LLC: How To Complete Form W-9 Tax ID

Posted on by ReSure Financial

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:

  • What is the correct way to complete Form W-9 for an IRA-LLC?
  • Whose TIN should I use when investing with an IRA-LLC?
  • Should I use my SSN when investing with my IRA-LLC?
  • Whose EIN should be entered on a W9?

Continue reading “IRA-LLC, 401k-LLC & QRP-LLC: How To Complete Form W-9 Tax ID” →

Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy

Posted on by ReSure Financial

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” →

Podcast: Checkbook IRA & 401k For Real Estate Syndicators

Posted on by ReSure Financial

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” →

Self-Directed IRA Custodians: A Comprehensive List

Posted on by ReSure Financial
Checkbook IRAs, IRA-LLCs & IRA-Trusts that provide “checkbook control,” require a Self-Directed IRA custodian according to Section 408 the Tax Code. In contrast, Solo 401K Plans & QRPs (Qualified Retirement Plans) do not need a financial institution custodian. Following is a comprehensive and hyperlinked list of SDIRA custodians.

  • Not all trust companies listed below are checkbook-control friendly.
  • ReSure is not endorsing any of the below listed financial institutions.
  • ReSure has extensive insight into the pricing, service levels, and business practices of SDIRA institutions, but those fall outside the scope of this post.
  • SDIRA should not be confused with QRP or 401k.

Continue reading “Self-Directed IRA Custodians: A Comprehensive List” →

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

Posted on by ReSure Financial
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

Posted on by ReSure Financial

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” →