by Mat Sorensen | Nov 30, 2020 | Blog
There are numerous laws, cases, and regulations to consider in analyzing whether your IRA can own an LLC (commonly referred to as an “IRA/LLC” or a “checkbook control IRA”). Despite the complexity of the law, your IRA can own 100% of the ownership interest of an LLC...
by Mat Sorensen | Nov 23, 2020 | Blog
Required Minimum Distributions (RMD) from IRAs can be a burden for taxpayers as they raise your annual income levels and can boost you into a higher tax bracket. By using the Qualified Charitable Distribution (QCD) Rule, there is a way for IRA’s to do good and for the...
by Mat Sorensen | Nov 13, 2020 | Podcast
Episode 5: How to Invest in Real Estate with a Self-Directed IRA or Solo 401 Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common...
by Mat Sorensen | Nov 4, 2020 | Blog
The most common asset class for self-directed IRA accounts is real estate. Real estate investments for self-directed IRAs come in various forms from simple single-family rentals owned 100% by the IRA to LLC or LP investment partnerships with multiple investors in...
by Mat Sorensen | Nov 3, 2020 | Blog
There are numerous laws, cases, and regulations to consider in analyzing whether your IRA can own an LLC (commonly referred to as an “IRA/LLC” or a “checkbook control IRA”). Despite the complexity of the law, your IRA can own 100% of the ownership interest of an LLC,...
