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IRA/LLC Entity Set-Up
An IRA/LLC is used by many self-directed IRA and 401(k) investors (e.g., real estate, cryptocurrency) to have greater control and protection with their self-directed investments.
Solo 401(k) Set-Up
We establish self-directed solo 401(k)s for self-employed clients and advise them on how they can build and grow their 401(k) with non-publicly traded investments.
990-T Tax Return
We prepare and filed 990-T tax returns for clients IRAs and solo 401(k)s. 990-T Tax returns are required when IRAs and 401(k) run into unrelated business income tax (UBIT).
It's finally here: My top ten list of frequently asked self-directed IRA questions! Whether you're just getting started or you've been investing with a self-directed account for decades, make sure you know the answers to these ten questions. In most instances, I've...read more
Self-Directed IRA Basics: What is a Self-Directed IRA, What Can a Self-Directed IRA Invest Into, and What is an IRA/LLC?
What is a Self-Directed IRA? A self directed IRA is an IRA (Roth, Traditional, SEP, Inherited IRA, SIMPLE) where the custodian of the account allows the IRA to invest into any investment allowed by law. These investments typically include; real estate, promissory...read more
Total SDIRA Bundle:
- The Self-Directed IRA Handbook (eBook
Version): Endorsed and used by most major
self-directed IRA Custodians, this Amazon
Best-Seller is the most…Read More
The Self-Directed IRA Handbook Video Series
- 1.5 Hours of Video Training along with
- The fastest way to learn to learn the most
important rules and strategies for
EVENTS & PODCAST
UPCOMING LIVE EVENTS
Monday, January 28, 2019 | AZREIA | Phoenix, AZ
“Note Investing with a Self-Directed IRA or 401(k)” | To learn more, contact Thomas Steinhagen by email at email@example.com.
Thursday, August 1st – Friday, August 2nd, 2019 | WealthCounsel | Boston, MA
“Self-Directed IRA Operating Agreements” | To learn more, contact Thomas Steinhagen by email at firstname.lastname@example.org.
Wednesday, December 5th, 2018 | New Wealth Advisors | Riverside, CA
To learn more, contact Thomas Steinhagen by email at email@example.com.
Saturday, November 17th, 2018 | Renatus | Chicago, IL
“Self-Directed IRAs and Real Estate” and “Fundraising Real Estate” | To learn more, contact Thomas Steinhagen by email at firstname.lastname@example.org.
Monday, October 29th – Tuesday, October 30th, 2018 | Retirement Industry Trust Association IRA Institute | Orange County, CA
To learn more, contact Mary Mohr by phone (941) 724-0900 or by email at email@example.com.
Saturday, October 20th, 2018 | Renatus | Tucson, AZ
“Self-Directed IRAs and Real Estate” and “Raising Capital for Real Estate” | To learn more, contact Thomas Steinhagen by email at firstname.lastname@example.org.