Some of the best, and highest-return investment opportunities, you may encounter will often come in the form of off-market, non-public investments. These common off-market opportunities may include short term lending to a local real-estate developer, a secured or...
Real estate is by far the most common investment held by IRA LLC’s, and for good reason. The IRA LLC structure allows you to control the flow of money, execute agreements at a moment’s notice, maintain privacy, as well as benefit from a degree of limited...
So you’ve decided to fund a single-member IRA LLC / Checkbook IRA. Now what? If you are like many others, the process of creating an IRA LLC can seem vague at best and near impossible at worst. While much of the confusion comes from the varied processes of the...
Partnerships between Your IRA LLC And Disqualified Persons One common misconception among IRA investors is that your IRA, or IRA LLC, is absolutely forbidden from interacting with any disqualified person on any deal. While it’s true your IRA/IRA LLC cannot...
What is a Prohibited Transaction? While vague in nature, the Prohibited Transaction guidelines do provide a solid foundation of things an IRA owner should avoid. According to the IRS, a prohibited transaction is, “any improper use of an IRA account or annuity by the...
Given the tax benefits afforded to IRA accounts, the IRS has a keen interest in ensuring that your retirement account is not used in a way which will provide you (personal) benefit prior to paying your due tax. With that said, there are a number of guidelines you must...
