Tag Archives: checkbook IRA

IRA LLC

Is the IRA LLC Subject to an Annual Tax Return?

December 13, 2020 | By Mark Nolan

QUESTION: Do I have to file an annual tax return for my IRA LLC? ANSWER:  It depends on certain factors such as the following: LLC Entity Annual Report: Virtually all states require that an annual report for the LLC is filed with the Secretary of State.  LLC Entity State Income Tax Return: Some states require […]

IRA LLC

Roth IRA LLC Distribution Rule in Year the Owner Turns age 59 1/2

September 16, 2020 | By Mark Nolan

QUESTION:   I turn 59 1/2 on on October 17 of this year. I’ve had my Roth IRA LLC for over 5 years now. I now want to distribute the earning is my Roth IRA LLC without being subject to taxes and the 10% early distribution penalty.  Do I have to wait until I turn 59 […]

Regulations
Solo 401k

Podcast – Deep Dive Re: Unrelated Business Income Tax (UBIT) & Unrelated Debt-Financed Income Tax (UDFI)

June 23, 2020 | By George Blower

Please listen or watch to our in-depth discussion with Steven C. Hamilton II, EA, NTPI Fellow regarding how Unrelated Business Income Tax (UBIT/UBTI) and Unrelated Debt-Financed Income Tax applies to self-directed 401k and IRA retirement accounts. Learn More about UBIT/UDFI Learn more about opening a Solo 401k and self-directed IRA LLC with checkbook control. Contact […]

IRA LLC

Solo 401k Retirement Creation for CEO

December 6, 2017 | By Mark Nolan

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, […]

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