Do I setup IRA Before Doing a Checkbook IRA?

QUESTION: I currently have a 401k I would like to roll into a checkbook IRA. I read your steps and see your fee. Do you complete the steps for me or do I need to do that before contacting you? ANSWER: With our company, we let you choose the self-directed IRA custodian, with the most […]


I have $100K in a SEP IRA Opened and originally funded October of 2017 for my 2016 taxes returns (I had filed an extension). I would like to roll this over to a self directed IRA so that I can invest in real estate projects (by notes) that I am not involved in. I am […]

Roth IRA Turned 20 in 2018 & 16 Roth IRA Facts

Roth IRA contributions were first allowed in 1998 as a result of The Tax Relief Act of 1997 which created the Roth IRA. The Roth IRA was named after the now deceased Senator William Roth, Jr. (R-Del.) who lobbied the most for it. Here are some facts regarding the Roth IRA: 1. You can be over […]

Solo 401k Retirement Creation for CEO

QUESTION: I am the co-founder and CEO of a company.  I am on payroll as an employee, and we don’t yet have a retirement vehicle setup for our employees (we hope to by mid-2018). My questions has to do with my personal situation.  Do you offer a retirement vehicle, other than my personal Roth IRA, […]

ROTH IRA LLC Contribution Facts

Contributions can be made if you have earned income You contribute already taxed funds (after-tax funds) to a Roth IRA You cannot take a tax deduction for your Roth IRA contribution like you can for a Traditional IRA You can make Roth IRA contributions both before and after age 70 ½ whereas Traditional IRAs cannot […]

Transfer 401k to Self-Directed IRA LLC

QUESTION: I live in Virginia and I have a 401k account that want to roll over into a Roth IRA or traditional IRA so I can minimize taxes and fees and use some of the money to purchase a home as an investment in Virginia. Is this possible? I am no longer working for the […]

Solo 401k Real Estate | IRA LLC Real Estate

I have an existing IRA and would like to be able to invest in real estate using my retirement funds. Please provide me with additional information. Thanks, MH As a Solo 401k provider and self-directed IRA LLC facilitator, we can assist you with opening a self-directed solo 401k or an IRA for investing in real […]

Can I transfer self-directed Roth IRA to a Self-Directed Solo 401k?

QUESTION:  Any progress with the laws where we can transfer over my self directed Roth to a self-directed solo 401k?  I have mine with Pensco and they are a huge pain. All the best, Roger P. from Kansas ANSWER: Unfortunately the IRS has not changed its position in the restriction of transferring Roth IRA funds […]

Convert Existing IRA to Self-Directed IRA LLC | Self-Directed Solo 401k vs. IRA LLC

QUESTION 1: What criteria are there for allowing me to convert my existing IRA over to a self-directed IRA so I can get check book control? ANSWER: To convert an existing IRA to a self-directed IRA with checkbook control the following is required: A self-directed IRA custodian (e.g., IRA Services Trust Company) to hold the […]

Nondeductible IRA Contributions | Transfer IRA to Solo 401k Plan

QUESTION: I am trying to see how I can get as much money as possible into this solo 401k plan quickly. I think I can qualify for a non-deductible IRA for 2012 and 2013. I then plan to transfer the IRA funds to the solo 401k. For this year in the solo401k can I do […]

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