Lindsey Kocher
tax docs for SD IRA
I moved parts of an Trad IRA and Roth IRA correlating SD-IRAs that formed LLCs and purchased a home in full, later renovated using the same funds. The accounts and transactions are complient with IRA rules. Questio...
Donna Curtiss
ira owned llc
I have an LLC, recently opened a self directed IRA. Can the IRA purchase my LLC? If not, how do I go about getting check book control of the IRA?
Gary Burnett
Checkbook Control of Self-Directed IRA
Hi-I have a SDIRA and would like to register an LLC in New Jersey for checkbook control. Is it mandatory to use an attorney to register the LLC? If not, what are the alternatives?Thanks.
Lynn Burks
Self-directed IRA strategies
I'm just beginning my research of self-directed IRAs to determine how I will use it as a part of my RE investment strategy. My IRA is under 100k and I'm finding that custodian fees, not to mention the requirement to u...
Aaron Fischer
Transition to Inspira Financial Trust from Quest Trust Company
I was a relatively happy Quest Trust Company Gold Family client for over 10 years. Now, my accounts are managed by Inspira Financial Trust. If you've been part of this migration from Quest to Inspira, how is going? ...
Mark Ross
Picking a Self Directed IRA custodian
Having trouble pulling the trigger on who to roll over my 401(k) to, for a self-directed IRA, so that I can purchase another property. Since the big box investment companies and banks don’t do self-directed IRA when ...
Brian Braunhuber
Looking for Referral for Self-Directed IRA Company
Hi Everyone, I'm leaving my job and have a 401k that I want to roll over into a Self-Directed IRA. Which companies would your recommend. I plan on investing in the Portland, Oregon area. Thanks in advance for time and...
James L.
Referrals for a SDIRA company in Chicago?
I am looking to rollover my 401k into a SDIRA. I am having trouble finding companies in the area that do this. Any insight will be greatly appreciated as well. Thanks in advance!
George Evans
Self-directed IRA to invest in real estate.
I recently switched jobs and currently debating on what to do with my 401k, now that I have options to do a roll over into my new company's plan, roll into a self-directed IRA, etc. I heard that you can use a self-dir...
Dave Mason
Self-Directed IRAs: Seeking Best Practices and Recommendations
I'm looking to transfer my current ROTH IRA to be self-directed in order to be able to invest in real estate and other similar deals. In order to do this, I'll need to transfer all or part of it away from TDAmeritrade...