Peter Halliday
Fair market valuation for IRA LLC containing notes
I read that the Fair Market Value for the IRA LLC is basically a combination of theFfair Market Value of the assets. Notes I read are valued based on the UPB and unpaid interest. I wanted to check if that’s how most...
Michael Taglieri
Help - Security Deposit Question
Background:We recently rented our 2 bedroom unit to new tenants in Massachusetts; they are boyfriend and girlfriend. I went to set up the Security Deposit account with my wife and I as the custodian and them as the ow...
Shequann Burrwell
owner going to prison for fraud
if the owner of a rental property is going to prison for fraud what happens to the tenants and who do they pay the rent to once the owner is locked up. also does this help in favor of the renter who is looking to b...
Teri Skyles
Self directed IRA investing and RMD
I have a beneficiary self directed checkbook IRA and I am required to take RMD. I am going to invest in a real estate fund that will give monthly distributions from the investment. I have the option of reinvesting the...
Michael Plaks
No, it is NOT too late to establish and fund your 2020 401(k)
I had three clients by now who were told by three different IRA/401k custodians that it's too late to set up a 401(k) for 2020. They were WRONG! You still have time, most likely.
Yes, it had been a well-known rule th...
Courtney King
LLC Set up with IRA as member
I'm looking to form an LLC with a client of mine that has an IRA. I've talked to Quest IRA and they mentioned that the IRA can be a member along with another managing member (my dad). Can anyone refer me to an attorne...
Dan Overland
Self Directed IRA Creation -- Creating the IRA and the LLC on my own
I am in the process of creating a Self Directed IRA using one of the existing and more prolific Custodians out there. In the same process, I am creating the LLC that will be owned by the IRA.
The one piece that noo...
James Maher
Self Directed Roth IRA for rental houses
Which companies do you use for your self-directed IRAs containing rental properties. I know they all have different fee structures, and it seems like this is the major difference between them all.I am 30 years old an...
Albert Bui
New Update: IRA financed properties count towards your financed properties count & Income!
On a recently conventional fannie/freddie transaction my head underwriter called in to FNMA/FHLMC and they have determined that these financed properties inside IRA's and Solo K's count towards the financed properties...
Paul Vail
SD-IRA or Roth cost and features comparison
Has anyone worked up a cost and features comparison of the common / well-known custodians?