Buying Real Estate With Your IRA

March 11th, 2014

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to purchase real estate or make […]

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What is a Checkbook Control IRA?

March 6th, 2014

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self-Directed IRA LLC you will […]

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The Real Estate IRA LLC

February 27th, 2014

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC or a Checkbook Control LLC. In the case of a Real Estate IRA LLC, a limited liability company (“LLC”) is established that is owned by the IRA account and managed by the IRA account holder. The IRA Holder’s IRA […]

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Learn How to Set-Up a Self-Directed IRA With Checkbook Control

February 25th, 2014

Setting up a self-directed IRA LLC is a multistep process that is best accomplished by working with qualified tax professionals. The self-directed IRA LLC with “checkbook control” is a Tax Court and IRS approved structure that will allow an individual to use his or her retirement funds to make traditional as well as a non-traditional […]

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Report Shows “Checkbook Control “ Self-Directed IRA LLC Clients Savings over 40% in IRA Account Fees over a Five-Year Period

January 27th, 2014

Self-Directed IRA LLC structure offers cost effective options for retirement investments, such as real estate versus a custodian controlled IRA account, IRA Financial Group report suggests. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC announces the result of its internal survey which examined the investments being made by over 500 self-directed […]

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Does a Checkbook Control IRA LLC Trigger an IRS Audit?

January 10th, 2014

It is not uncommon to hear some full-service custodians that do not work with the “checkbook control”  IRA LLC to make claims that suggest that using a “checkbook control” IRA LLC could prompt an IRS audit.  However, the facts suggest that this is nothing more than a negative marketing ploy. When it comes to IRS […]

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Do I need to ask permission to make an investment with my Self Directed IRA LLC?

September 26th, 2013

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, as manager of […]

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How to Transfer a SEP IRA to a Self Directed IRA LLC

September 18th, 2013

Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Roth Self-Directed IRA. What is the most Common Way to Fund a Self-Directed IRA? Transfers and rollovers are types of transactions that allow movements of assets between […]

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