Walter Correia
Real Estate Tokenization
16 April 2023 | 15 replies
Tokenized shares are required to be held by a custodial and the cap table is kept by the TA, just like securities currently are.
Jacob Northfield
Purchase family house after sister died?
29 March 2023 | 3 replies
She left behind three children and I would like to either gain custody or help my mother raise them in our family home.
Harpreet Singh
Self Directed IRA - LLC
26 August 2019 | 14 replies
This is purely a mechanism to make the structure more cumbersome, so that their custodial processing services will look more appealing by comparison.Here is the big joke in all of this.
Kevin Nichter
Buying Property in Auction - Other Risks?
13 June 2023 | 3 replies
They can also explain the MC sales process.Another potential issue that could arise is related to the title or custody of the property.
Kevin Lunt
Who is your self-directed IRA custodian of choice & why?
25 February 2017 | 51 replies
I set up my own LLC, Lawrence at solo-k prepared the trust docs, I opened the custodial checking acct, and i am now in full control of my funds.
Kevin Kittilsen
Rental property as an investment vehicle for my child (minor)
26 April 2023 | 3 replies
I currently save money via a savings account as well as a custodial brokerage account.
Stephen E.
Checkbook IRA/ Checkbook 401K: Its is Legal or Illegal
21 September 2018 | 11 replies
While you may not want to setup a Solo 401k (if eligible) solely for this purpose, it might be a useful benefit in addition to other features of the plan: Compared to an IRA, Solo 401k contributions limits are roughly ten times higher.There is no custodial requirement for the 401k.You don't need the additional expense and administration of an LLC to have checkbook control.There is a built in-Roth component whereas IRAs are either traditional or Roth, not both.A spouse can also participate in the same Solo 401k plan.The Solo 401k has additional tax benefits over an IRA when investing into real estate using leverage.The penalties for prohibited transactions are less severe, though it's best not to utilize this benefit :)
Greg K.
Self-Directed Solo 401K Setup Question
27 April 2018 | 12 replies
Greg, when restating a plan to a self-direct you would have to terminate your service with Vanguard as custodian and move those funds to non-custodial account.
Michael Behr
Divorce dad with joint custody
28 June 2023 | 5 replies
Hello,I’m recently divorced. I got my kids 50/50 of the time so I thought the right move was to purchase another SFH. I was just introduced to REI after I bought my primary residence I am looking to start investing (...
Johann Jells
Is there a NJ bank that makes managing 10+ security escrow accounts online easy?
28 June 2023 | 7 replies
It is a custodied by a federally insured bank, I wouldn't put my tenant's (or mine) in something like that either.