The Self Directed IRA LLC Structure

May 21st, 2013

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer [...]

May 6th, 2013

Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is owned by the IRA account and managed by [...]

March 6th, 2013

The IRS has always permitted an IRA to purchase or hold real estate or raw land. Making a real estate IRA investment is as simple as writing a check. The Internal Revenue Code does not describe what an IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 [...]

February 26th, 2013

In general, when it comes to making self-directed IRA real estate investments, all expenses associated with the IRA owned real estate must be paid using IRA funds. In other words, payment of any expenses associated with the self-directed IRA real estate investment must be made using IRA funds and not by the IRA owner. The [...]

February 26th, 2013

In general, the IRS does not tell you what type of investment you can make using retirement funds, only the type of investments that are prohibited. These types of transactions are referred to as the “Prohibited Transaction” rules. Internal Revenue Code Section 408(m) lists the type of precious metals and coins that are permitted investments [...]

February 21st, 2013

The IRS has always permitted real estate to be held inside IRA retirement accounts. Investments with a Real Estate IRA are fully permissible under the Employee Retirement Income Security Act of 1974 (ERISA). IRS rules permit you to engage in almost any type of real estate investment, aside generally from any investment involving a disqualified [...]

June 19th, 2012

More than half of all Americans are not saving enough for their retirement and the other half are not achieving returns sufficient to meet their retirement needs. Diversification into real estate, tax liens, precious metals, and investing private businesses are options that many of us may not have considered, or even known we were allowed [...]

September 7th, 2011

The Self Directed IRA structure has become a popular choice for gaining total investment control (“Checkbook Control”) over your IRA funds and making investments tax-free.