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...
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...
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
Thursday, January 9th, 2020 | Riverside, CA
“Self-Directed IRAs and Real Estate” | Email Thomas Steinhagen to learn more.
Wednesday, November 20th, 2019 | Scottsdale, AZ
““Using IRAs to Purchase Commerical Real Estate”” | To learn more, visit the Scottsdale Area Association of Realtors website.
Saturday, October 12th, 2019 | Seattle, WA
“Self-Directed IRAs and Real Estate” and “Partnerships and Raising Money for Real Estate” | Email Thomas Steinhagen to learn more.
Saturday, August 24th, 2019 | Sacramento, CA
“Self-Directed IRAs and Real Estate” and “Partnerships and Raising Money for Real Estate”
Saturday, August 10th, 2019 | 4th Annual SDIRA Summit | Honolulu, HI
To learn more –To purchase the 2019 SDIRA Summit – Click Here
Thursday, August 1st – Friday, August 2nd, 2019 | WealthCounsel | Boston, MA
“Using Self-Directed IRAs to Invest into Alternative Assets” | To learn more – visit the WealthCounsel Symposium site