Tag: Self-Directed IRA

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” →

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” →

Webinar: What is an SDIRA with Checkbook Control?

Posted on by ReSure Financial
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

Posted on by ReSure Financial
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” →

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” →

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” →

Checkbook IRA: Year-End 2017

Posted on by ReSure Financial
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” →

Checkbook Solo 401k: Is It Better Than A Self-Directed IRA?

Posted on by ReSure Financial
Self-Directed IRAs, 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?” →

5 Common Self-Directed IRA and IRA-LLC Questions

Posted on by ReSure Financial

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” →