Robert K.
Custodians for self-directed IRA/ROTH
I just spent a few hours listening to Equity Trust Company talk about self directed funding for real estate deals. Wondering what other companies are out there or if there are members that are happy with ETC? Also, h...
Brian Orr
Any experts of Roth conversions? Custodians?
I'm trying to convert my Roth to a self directed to get out of the market... I've poked around a few online resources, but I'm wondering if anyone has experience? Any tips or recommendations on custodians? I'm in Flor...
Steven Hughes
Who signs the Purchase Offer with RE IRA?
I understand that the property will be owned by the IRA, and that the offer is made in the name of the IRA custodian. But who actually signs the purchase agreement contract? Do I sign it personally, or does an officer...
Robert Burns
Best Way to Handle Prohibited Transactions
What's the best way to handle prohibited transactions in an IRA, ie, mistakenly taking monthly lease payments and claiming as income and paying taxes on that income. What should I do to resolve past prohibited transa...
Andy M.
My SD IRA custodian just stole my money! **need advice**
Backstory: My SD IRA custodian (American Pension Services) went into receivership earlier this year. They have been sorting through the whole mess and apparently the owner made some bad choices and 25 million is missi...
Austin Davis
Self Directed checkbook IRA recommendations?
Hello BP,My brother wants to be a private lender to my real estate business and wants to use his Roth IRA money to do it. He lives in Des Moines, so I was trying to find him a local self directed IRA for him to roll ...
Matthew Will
EIN and Checkbook IRA LLC
I have created a Checkbook IRA LLC. BackgroundI have formed a Single Member LLC (SMLLC) with the sole member being the CUSTODIAN FBO ME IRA. The SMLLC has a checkbook and EIN. My goal is to invest in Private Equity ...
Jeremy Buckley
SDIRA banking questions
I own a property inside my SDIRA. All of the rental income goes into the bank that was recommended by my SDIRA facilitator. The bank is great. It's been recommended here many times for SDIRA and Solo 401K accounts. I ...
Chris Martin
SDIRA Year end Fair Market Value
When completing a 'fair market valuation' for your self directed IRA, who are you using as the independent valuator? I don't want to get an appraisal for a property I just bought. Actually, I just don't want to pay fo...
Mark Carson
Consequences of loss on unsecured note held in Self Directed IRA
Hi - I'm looking for some advice on resolving a SDIRA issue:My Self Directed IRA made a unsecured loan to an individual (not a disqualified party).The borrower is unable to repay the loan according to the terms of the...