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Video: Discover the Advantages of Self Directed IRAs with CheckBook IRA LLC

Learn the difference between a Self Directed IRA and a regular IRA taught by the experts at Check Book IRA. More videos at Jordan Sheppherd, CEO, Check Book IRA, Llc Telephone 800-482-2760 Redmond OR | Scottsdale AZ | Minneapolis MN Transcript: In this first lesson, we're going to talk about IRAs and go over some of the history of these accounts and why they came into existence. We are going to tell you why custodians have restricted your ability to invest in what you want and then finally we will talk a little bit about Self-Directed IRAs and how they work. But we are going to go a little bit more detail on that subject on lesson two. I will not go through the entire history of the IRAs but just to give an overview. There was actually a time when the only way you could save your retirement in a tax preferred account was if you have actually have a pension, and the only way you get a pension was if you work for a company that offered one. In 1974, the congress addres

Quirks of the EIN and Self-Directed IRA LLC as per the IRS

If you have a Self-Directed IRA LLC, the LLC will need its own EIN. When getting one, you need to put down an authorized user. However, the language will list you, the IRA owner, as the "sole member." However, that's not accurate since the IRA owns the LLC. Adam Bergman explains. -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does

AdBits - How to Rollover a Checkbook IRA LLC?

IRA Financial's Adam Bergman Esq. explains how you can rollover a Checkbook IRA LLC from one custodian to another, and the rules you need to be aware of. -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons o

Non-Recourse Loans Financing for Self-Directed IRA LLC/Solo 401k W/ Expert Roger St. Pierre

Discussion of Non-Recourse Loans for Solo 401k and IRA LLCs with Non-Recourse Financing Expert Roger St. Pierre from MyIRALender.com... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Non-Recourse Loans Financing for Self-Directed IRA LLC/Solo 401k As the popularity of self-directed retirement accounts continues to grow, so does the need for financing options for these types of accounts. For those looking to use their retirement funds to invest in real estate, a non-recourse loan can be the perfect solution. Non-recourse loans are loans that are secured by collateral, such as real estate, but do not require the borrower to personally guarantee the loan. This means that if the borrower defaults on the loan, the lender cannot go after the borrower’s personal assets to recoup the money. This makes non-recourse loans a great option for those looki

3 Questions to Ask Before Setting up a Self-Directed IRA

You may have heard of a Self-Directed IRA and may even know a little bit about how it works, but are you confident enough to get started today? The worst thing you can do is jump into something without all the available information at your disposal. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the three most important questions you should ask before setting up a Self-Directed IRA. This is a must-watch for every Self-Directed IRA investor, new and old. Join us LIVE on Wednesday, January 18th at 12PM EST! -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-dir

Self-directed IRA LLC Question Answered - Can I fund my IRA LLC bank account with personal funds?

Self-directed IRA LLC Question Answered - Can I fund my IRA LLC bank account with personal funds? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of altern

Solo 401k Live - Stop Congress 401k/IRA Attack - Bans Backdoor Roth & Accredited Private Investments

Harvard Law Attorney George Blower reviews the recent House Proposal to ban Backdoor Roth IRA and 401k contributions as well as your ability to invest IRA funds in accredited investments. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/solo-401k-live-stop-congress-401k-ira-attack-bans-backdoor-roth-accredited-private-investments/?feed_id=49750&_unique_id=639a1dd7bc48d #Inflation #Retirement #GoldIRA #Wealth #Investing #AccreditedInvestments #irallc #IRAPrivateinvestments #MegaBackdoorRoth #selfdirectedira #selfdirected401k #Solo401k #BackdoorRothIRA #AccreditedInvestments #irallc #IRAPrivateinvestments #MegaBackdoorRoth #selfdirectedira #selfdirected401k #Solo401k

Protect Your Retirement Funds from Inflation with a Self-Directed IRA

📞 Ready to buy your first fully done for you rental property? Book a free call with us: If you're looking for a way to protect your retirement funds from inflation, buying real estate inside a self-directed IRA is the best strategy. ❓Ask me a 30-second question at 📺 Watch Next: How to Create Your Personalized Path to Financial Freedom: 🏠 What's Your Freedom Number? Download our free PDF to help you determine how many rental properties you would need to achieve financial freedom: 💵 Ready to get your finances in order? Download the FREE 90-Day Financial Empowerment Bootcamp: 🎓 Want to learn more about creating your individualized plan to wealth with a proven system? Join us in Financial Freedom Academy: 👨🏻‍💻 Sign Up for My Webinar: ----------------- #morrisinvest #claytonmorris #realestateinvesting About Clayton Morris: As a financial news host and real estate investor, Clayton Morris believes that everyone has the right and the ability to ac

Admail - Episode 4

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses. -- *Question 1 from Barry S in Worcester, MA: Does having a checkbook IRA LLC trigger an IRS audit? *Question 2 from Jeff Z in NM: If I roll money from another IRA to my checkbook control structure – can I roll it directly to the LLC? *Question 3 from Jodi P in Colorado Springs, CO: You don’t talk about the SIMPLE IRA much – what do you think of it as a retirement plan option for a small business? Have a question for Adam? Send it to us! abergman@irafinancial.com -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many

Back Again! Mega Backdoor Roth Solo 401k/IRA Bans Added Back to Build Back Better Act

Harvard Law Attorney & Self-Employed Retirement Expert George Blower provides an update on the recent House Proposal that re-introduces the recently proposed ban on Backdoor Roth IRA and 401k plans. LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investments. Open an Account: Learn More: Subscribe to our channel for weekly educational webinars: For over 10 years, My

Self-directed Checkbook IRA LLC Question Answered - How should I name my IRA LLC?

Self-directed Checkbook IRA LLC Question Answered - How should I name my IRA LLC? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investment

How to Buy Your First Rental Property in an IRA | Mark J Kohler | CPA | Attorney

Everything that you need right here for you! Open Your Self-Directed IRA TODAY: Learn how to buy your first rental property in an IRA, Roth IRA, or any other retirement account . YES! You can buy real estate in a Traditional or Roth IRA! This means TAX FREE Wealth legally! For more information go to Mainstreetbusiness.com I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at Your financial wealth starts today! I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit