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Top Ten Frequently Asked Self-Directed IRA Questions (and Answers)
Self-Directed IRA Basics: What is a Self-Directed IRA, What Can a Self-Directed IRA Invest Into, and What is an IRA/LLC?
Self Directed IRA Blog
Properly Completing IRS Form W-9 for Your IRA/LLC or Checkbook Control IRA
Many self-directed IRA investors use an IRA/LLC (aka "checkbook-controlled IRA") to hold their self-directed IRA investments. For an overview, see my video here. When using the IRA/LLC structure, the name of the LLC is on title to the assets, and the LLC’s bank...
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Three Unique Benefits of Health Savings Accounts You Never Knew
HSAs (“Health Savings Accounts”) are growing in popularity as Americans are discovering significant tax savings with these accounts. Why are they popular? There are many reasons why; some well known and others not so well known. Let's start with the primary benefits...
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Critical Beneficiary Designation Rules for Your IRA or Other Retirement Accounts
When you establish an IRA, 401(k), or other retirement account you are required to designate the beneficiary of that account so that the institution/custodian holding the account knows who will receive the account upon your death. You will die one day (sorry for the...
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Buying a Retirement Home With Your Self-Directed IRA
A common self-directed IRA question is, “Can I buy a future retirement home with my IRA?” Yes, you can buy a future retirement home with your IRA, but you need to understand the rules and drawbacks before doing so. First, keep in mind that IRAs can only hold...
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Solo K Form 5500 Tax Filing and Five-Point Compliance Checklist
Solo 401(k)s have become a popular retirement plan option for self-employed persons. Unfortunately, many plans are not properly maintained and are at the risk of significant penalty and/or plan termination. If you have a Solo 401(k), you need to ensure that the 401(k)...
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How to Fund Your Start-Up with Self-Directed IRA Investors
There are 28 trillion dollars in retirement plans in the United States. Do you know that these funds can be invested into your business? Yes, it’s true, IRAs and 401(k)s can be used to invest in start-ups, private companies, real estate, and small businesses....
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3 Critical Legal Tips When Buying a Business
Every buyer of a small business should consider the following three key legal issues when acquiring a business. 1. Buy Assets and Not Liabilities. Most small business purchases are done as what are called “Asset Purchases”. In an Asset Purchase the buyer of the...
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Pay the IRS or Lose Your Passport
The IRS recently announced that the State Department will be denying passports, and may revoke yours if you have a "seriously delinquent tax debt." A seriously delinquent tax debt is where you owe more than $52,000 (including interest and penalties). While this law...
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Investing in Real Estate with an IRA: The Most Overlooked Opportunity in Real Estate
IRAs are the most overlooked opportunity in real estate. Let me explain. First, there are over 9 Trillion Dollars in IRA accounts in the U.S. This number is staggering and makes IRAs one of the largest sections of investable cash in the world. Source,...
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