The Self Directed Roth IRA LLC

September 13th, 2013

The Self-Directed Roth IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner , 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6, 2001) . The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion […]

Read More →




The SEP Self-Directed IRA LLC Solution

August 21st, 2013

What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser of (i) 25% of compensation, or $51,000 for 2013. However, special rules apply when […]

Read More →




Self-Directed SEP IRA LLC Solution

May 14th, 2012

A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser off (i) 25% of compensation, or $50,000 for 2012. However, special rules apply when figuring out the maximum […]

Read More →




All About the Real Estate IRA LLC

March 11th, 2012

A self directed IRA, also known as a  Real Estate IRA LLC is a special type of self directed IRA structure that allows the IRA holder (you) to gain control over your retirement funds so you have the ability to make real estate and other investments tax-free and without the consent of a custodian.  With […]

Read More →




The Self-Directed Roth IRA LLC

February 1st, 2012

The Self-Directed Roth IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner , 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6, 2001) . The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion […]

Read More →




What is the difference between Custodian controlled Self Directed IRA vs. Self Directed IRA LLC with Checkbook control?

January 20th, 2012

Many IRA” custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct into one of their offerings. In other words, in a custodian controlled self directed IRA, you are generally only permitted to invest your IRA funds in investments […]

Read More →




Do I have to use a LLC for a Self Directed IRA?

August 29th, 2011

A Self Directed IRA is essentially a retirement vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments tax-free.  There are generally different forms of a Self Directed IRA – all based on the level of control the IRA holder has over his or her retirement funds. A […]

Read More →




The Self Directed IRA – Using a Self Directed to Purchase Real Estate

August 29th, 2011

Over the last ten years, hundreds of thousands of Americans of become familiar with the advantages of using a Self Directed IRA to purchase real estate.  Whether it’s residential, commercial land, farmland, single family, multiple families, or any other type of real estate, one is permitted to use a Self Directed to make real estate […]

Read More →