by Mat Sorensen | Sep 21, 2021 | Blog
There are over one million IRA accounts that invest in real estate, small businesses, start-ups, LLCs, crowdfunding offerings, and private companies. Contrary to news headlines, these savers are not the ultra-wealthy and 98% of them have accounts less than $1M....
by Mat Sorensen | Sep 3, 2021 | Blog
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that the plan’s investments grow tax-free and come out tax-free. But if tax-free investing isn’t enough to get you excited, rest assured, there are more benefits to...
by Mat Sorensen | Aug 20, 2021 | Blog
Crypto mining in your IRA, 401k, or other retirement plans will be subject to unrelated business income tax (UBIT, aka UBTI). The tax rate is 37%. IRC 511. There are some minimization strategies to use, which I’ll discuss later, but the first thing to know is that if...
by Mat Sorensen | Jun 29, 2021 | Blog
Instead of talking about how one person can’t have a $5 billion ROTH IRA, we should be talking about why everyone should have a million-dollar ROTH IRA. What have the most successful investors done to have large retirement accounts? Many of them have Self-Directed...
by Mat Sorensen | Jun 22, 2021 | Blog
When analyzing asset protection for self-directed IRAs, we must consider two types of potential threats. First, we must examine how a creditor can collect against an IRA when the creditor has a judgment or claim against the IRA owner personally. Second, and most...
by Mat Sorensen | Jun 1, 2021 | Blog
Many self-directed IRA investors use an IRA/LLC (aka “checkbook-controlled IRA”) to hold their self-directed IRA investments. For an overview, see my video here. When using the IRA/LLC structure, the name of the LLC is on the title to the assets, and the LLC’s bank...
