Self-Directed IRA investors should be aware of the following IRA tax reporting responsibilities....
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The Self Directed IRA Handbook video series is 6 videos comprising 1 and ½ hours of video content with attorney Mat Sorensen where he teaches the most important issues and strategies for self directed IRA investors. The 6 videos are only $149 and include unlimited access for 2 years.
- Video 1. Self Directed IRA Basics.
- Video 2. Understanding the Prohibited Transaction Rules.
- Video 3. Understanding the Prohibited Transaction Rules Advanced.
- Video 4. Understanding the IRA/LLC.
- Video 5. Understanding the IRA/LLC: Advanced IRA Partnering Options.
- Video 6. Tax Issues for IRA Investments: UBIT & UDFI Tax.
SPECIAL BONUS VIDEOS: As a special bonus I have included a recorded video presentation (with downloadable slides) from my presentation at the 2015 Real Estate Tax Summit where I spoke for nearly two hours on self-directed IRAs. In addition to teaching key strategies, I also covered and shared some of the most successful self-directed IRA and 401k strategies that my most successful clients are using to build their retirement accounts.
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Mat and his partner Mark Kohler have been serving clients nationwide for over 10 years from their law and accounting firms, and are dedicated to helping people better live the American Dream. Both are best-selling authors, nationally syndicated speakers, and have been featured in publications such as Entrepreneur, MSNBC, & the Wall Street Journal just to name a few. With their years of experience and knowledge, small business owners and entrepreneurs are sure to receive solid advice to help save money in the tax and legal area with the this show!
Self-Directed IRAs, Real Estate Crowdfunding, and UBIT Tax ExplainedThe most common asset class for self-directed IRA accounts is real estate. Real estate investments for self-directed IRAs come in various forms from simple single-family rentals owned 100% by the IRA to LLC or LP investment partnerships with multiple investors in larger commercial or multi-family properties. Given the changes in federal securities laws that now [...]
Correcting RMD Failures from Your IRA and Avoiding the 50% IRS PenaltyIf you failed to take required minimum distributions (RMD's) from your IRA, then you are subject to a 50% penalty. The penalty is 50% on the amount you should have distributed from your IRA to yourself. It's a steep penalty for simply failing to pay yourself from your own IRA and it's something every IRA owner [...]
2015 Solo 401K Contribution Deadlines and MechanicsAs 2015 comes to an end, it is critical that Solo 401(k) owners make year-end retirement plans. There are three important deadlines you must know if you have a solo 401(k) or if you plan to set one up still in 2015. A solo 401(k) is a retirement plan for small business owners or [...]
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Contact me for an appointment by using the form below. My hourly rate is $400 an hour and I offer a free 15 minute interview for new clients needing to determine if I can assist them with their project. Please note that I do not give any legal advice during interview phone calls but will explain my fees and services related to your legal matter. If you need legal advice or questions answered, please schedule an appointment. I look forward to hearing from you!
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The recent case of Niemann v. Commissioner involves a successful real estate investor who...
The most common asset class for self-directed IRA accounts is real estate. Real estate investments...
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