Tag Archives: self-directed ira

The Do’s and Don’ts of Self-Directed IRA LLC Real Estate Investing

A self-directed IRA LLC is commonly used to invest in real estate such as family homes, commercial real estate, farm land, condos, and rentals. As with all IRA investments, certain rules when investing an IRA LLC in real estate, and running afoul of the IRA prohibited transaction rules can result in serious tax consequences. Examples […]

The Self-Directed IRA LLC Promissory Note Investment Do’s and Don’ts

Next to investing in real estate through a self-directed IRA LLC, investing in promissory notes is also a very popular self-directed IRA LLC investment.  We have put together the following guide for review prior to investing your self-directed IRA LLC in promissory notes investments. Video Slides: The Self-Directed IRA LLC Promissory Note Investment Do’s and […]

The Enhancing Emergency and Retirement Savings Act Would Allow for Penalty-Free “emergency Distribution” option from Solo 401k Plans and Self-Directed IRAs

On June 1, 2021 a proposed bill (The Enhancing Emergency and Retirement Savings Act) was introduced by by Senator James Lankford (R-OK) and Michael Bennet (D-CO). The proposed bill would provide a penalty-free “emergency distribution” option from employer-sponsored retirement accounts (e.g., solo 401k) and IRAs (e.g.., self-directed IRA). The main purpose of the bill is […]

Good News: Impact of Biden’s Plan on Self-Directed Solo 401k

On May 28, 2021 President Biden released his first budget proposal under his presidency. The $6 trillion plan includes two proposals: American Jobs Plan, which addresses infrastructure, and the American Families Plan, which covers child care, paid family and medical leave. As far as retirement plans including self-directed IRAs and the self-directed solo 401k plans, […]

Crypto’s Wild Week/ Proposed IRS Reporting Rules: Time to Move to Solo 401k/IRA LLC?

Harvard Law Attorney George Blower reviews the recent US Treasury proposal to increase IRS reporting of cryptocurrency transactions.

MENU