Podcasts about checkbook control ira

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Best podcasts about checkbook control ira

Latest podcast episodes about checkbook control ira

AdBits
Episode 193 - Three Reasons to do a Checkbook IRA

AdBits

Play Episode Listen Later May 21, 2024 10:40


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three main reasons to set up a Self-Directed IRA LLC, also known as a Checkbook Control IRA.

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Directed IRA Podcast
The Power of Checkbook Control: IRA LLC Explained

Directed IRA Podcast

Play Episode Listen Later Oct 25, 2023 30:08


Join Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time!About IRA LLC's/Checkbook IRAAn IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest in alternative assets with their retirement accounts. A common IRA/LLC structure is one where the IRA invests a designated amount of cash into the LLC in exchange for 100% of the membership units of the LLC. The LLC then in turn acquires the intended investment asset. For example, a rental property. An IRA/LLC can also be formed with numerous IRAs owning the LLC with the ownership allocated between the different IRAs based on the dollars invested.Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ ----Connect with Mat online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/mat.sorensen.1- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen - YouTube: https://www.youtube.com/@MatSorensen

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AdBits
Episode 111 - How To Title a Checkbook Control IRA Investment

AdBits

Play Episode Listen Later Sep 20, 2022 9:01


IRA Financial's Adam Bergman Esq. discusses how one should title an investment that is owned by your Checkbook Control IRA, which uses an LLC to make the investment.

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The Alternative Investing Advantage
Episode 22: Navigating Checkbook Control IRA's with Attorney John Hyre

The Alternative Investing Advantage

Play Episode Listen Later Mar 9, 2022 69:36


Don't fall victim to avoidable issues with your checkbook control IRA, join Alex Perny and his guest John Hyre. Together they will discuss court cases, and ways you can avoid any issues that may arise when using your IRA to invest in alternative assets. Alex shares the market recap for the week of 3/7/2022 and what Beta is. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

AdBits
Episode 9 - The Checkbook Control IRA

AdBits

Play Episode Listen Later Sep 9, 2020 16:51


IRA Financial's Adam Bergman discusses the benefits of the Checkbook Control IRA and why most Self-Directed IRA investors who are investing in alternative assets should utilize it.

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Multifamily Investor Nation Summit - Volume 1
Apartment Syndicator Tax Balancing Act – Pass-thru Entity with Multiple Investor Profiles with Bernard Reisz

Multifamily Investor Nation Summit - Volume 1

Play Episode Listen Later May 4, 2019 70:31


Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRA’s, Solo 401(k)s, and Checkbook Life Insurance. He is also founder of Agent Financial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage […]

Multifamily Investor Nation Summit - Volume 1
Apartment Syndicator Tax Balancing Act – Pass-thru Entity with Multiple Investor Profiles with Bernard Reisz

Multifamily Investor Nation Summit - Volume 1

Play Episode Listen Later May 4, 2019 70:31


Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRA’s, Solo 401(k)s, and Checkbook Life Insurance. He is also founder of Agent Financial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage brokers.

The Dentist Freedom Blueprint
Ep #211: Bernard Reisz - The Advantages and Caveats of Checkbook Control IRA and QRP Investing

The Dentist Freedom Blueprint

Play Episode Listen Later Mar 8, 2019 25:54


Bernard Reisz is back on the show to continue our conversation about self-directing alternative investments. (Be sure to check out last week’s episode before listening to this one.) Today we're talking about the incredible opportunity in flexibility and the importance of being educated in order to do this effectively. You can find show notes and more information by clicking here: https://bit.ly/2TjL7x6

BawldGuy Interviews Podcast
Checkbook Control IRA

BawldGuy Interviews Podcast

Play Episode Listen Later Jul 24, 2017 12:03


BawldGuy Investing audio with Jeff Brown and our guest Brian Eastman.     Topics: 1. What is… The post Checkbook Control IRA appeared first on BawldGuy Investing.

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Personal Pension Radio
PPR 4: Self Directed IRA & 401k, Charting Your Own Course - with Brian Eastman

Personal Pension Radio

Play Episode Listen Later Feb 16, 2015 60:52


In this episode, Kraig interviews Brian Eastman of Safeguard IRA & 401k Advisors about the benefits of self directed retirement accounts. With a Self Directed IRA or Checkbook Control IRA as it is also known, you can invest in anything the Internal Revenue code allows. The rules and regulations, however, are complex so we have endeavored to collect a central library of learning materials to cover most topics you will encounter in your educational process.