Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k) **Extended Until 02/13/23**  Use Promo Code LUNAR225

Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k)
**Extended Until 02/13/23**

Use Promo Code LUNAR225

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Self-Directed IRA

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Everything you need to know about the Self-Directed IRA.

Buying Real Estate with Retirement Funds

The Self-Directed IRA structure is a solution that allows one to use his or her retirement funds to make real estate and other alternative investments without tax. Unknown to most, not all Self-Directed IRAs are the same.

IRA with Checkbook Control

This structure establishes a limited liability company (LLC), which is funded and owned by the IRA and managed by the IRA holder. It eliminates costs and delays often associated with using a full-service IRA custodian.

Grow Your Money with a Self-Directed IRA

For most Americans, their retirement accounts are their largest source of savings. As a result, Self-Directed IRAs are generally afforded strong protection from federal bankruptcy and state creditor protection outside of bankruptcy.

Self-Directed IRA Rules

When establishing a Self-Directed IRA, there are a number of important rules to be aware of, such as contribution limits, tax treatment of distributions, prohibited transactions, and Unrelated Business Taxable Income (UBTI).

Gold in a Self-Directed IRA

Although alternative assets have been allowed in Self-Directed IRAs since 1973 and the adoption of ERISA, they have grown in popularity significantly over the past fifteen years as a way to better diversify ones retirement portfolio.

Retire Early

There are two types of Self-Directed IRAs that will allow you to make IRS-approved alternative asset investments without tax – the custodian controlled Self-Directed IRA and the checkbook control Self-Directed IRA LLC.

Traditional vs Roth IRA

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Do it all through our app

Using a Self-Directed IRA to make investments you know and trust is easier than ever. Simply open an IRA account, fund the account by rollover or contribution, then select whether you want to use an LLC for your Self-Directed IRA investments.

Self-Directed IRA Calculator

Tax deferral literally means that you are putting off paying tax. Tax deferral means that all income, gains and earnings, such as interest, dividends, rental income and capital gains, will accumulate tax-free until the investor withdraws the funds.

Time

A Self-Directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as a Roth IRA distribution is not taken prior to a five year holding period and the Roth IRA holder is not under the age of 59 1/2.

Opportunities Ahead with a Self-Directed IRA

The IRS only describes the type of investments that are prohibited, which are very few. A Self-Directed IRA will empower you to take control of your retirement funds and unlock a world of investment opportunities.

Video Game Controller

A Self-Directed IRA will allow you to take control over your retirement funds and make alternative asset investments you know, such as real estate, without tax. Opening a Self-Directed IRA will allow you to make alternative asset investments and better diversify your retirement portfolio.

Grow Your Wealth

The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain types of transactions.

Investment Tricks

Most Self-Directed IRA investments are exempt from the Unrelated Business Taxable Income (UBTI) tax. Some examples of exempt types of income include: interest and rental income. However, the following types of income could subject a Self-Directed IRA to the UBTI tax: using a nonrecourse loan to purchase real estate and business generated from a passthrough entity, such as an LLC.

Bitcoin in a Self-Directed IRA

A Self-Directed IRA can help you invest in what you know and understand quickly and with no transaction fees. Real estate, investment funds, private businesses, Bitcoin, gold and hard money loans are some of the most popular types of Self-Directed IRA investments you can make.

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Gaining the ability to invest in a hard asset, which can effectively diversify one’s retirement portfolio while also generating tax-deferred rental income, is why real estate is the most popular investment for Self-Directed IRA investors.

Secure Investments

An IRA contribution is the money that an IRA holder (you) places in his or her IRA. You can contribute money to any type of IRA, including a Self-Directed IRA. As you may know, contributions create a nest egg until you reach the age of retirement.