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. Continue reading “Podcast: SDIRA Fundamentals & Advanced SDIRA Strategy”

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”

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”

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?

Continue reading “5 Common Self-Directed IRA and IRA-LLC Questions”

Checkbook Solo 401k Plans For Real Estate Professionals

Why Is A Checkbook Solo 401k The Best Retirement Plan For Real Estate Agents?

Solo 401k retirement plans are the ideal tax advantaged account for real estate professionals, especially for real estate agents, mortgage brokers, real estate wholesalers, and real estate flippers. Real estate professionals have self-employment income and KNOW REAL ESTATE, making the Individual(K) the perfect plan for them. In the post, we’ll present some of the benefits of a Checkbook Control 401k and some Checkbook 401K advanced strategies.  Continue reading “Checkbook Solo 401k Plans For Real Estate Professionals”