Podcasts about checkbook ira

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Best podcasts about checkbook ira

Latest podcast episodes about checkbook ira

Directed IRA Podcast
How To Use An IRA LLC/ Checkbook IRA!

Directed IRA Podcast

Play Episode Listen Later Feb 10, 2025 31:51


Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protection benefits, and share real-world use cases. Whether you're investing in real estate, private loans, or other alternative assets, this episode gives you the key information to keep your self-directed IRA compliant while maximizing flexibility.Learn More at: https://directedira.com/ira-llc/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.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com Being a Tax Advisor is a lucrative opportunity...Learn more about Mark's Main Street Tax Pros ...

AdBits
Episode 201 - The Checkbook IRA LLC Operating Agreement

AdBits

Play Episode Listen Later Jul 16, 2024 11:30


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Self-Directed IRA LLC (Checkbook IRA LLC) operating agreement, why you need one, and customization options.

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.

esq three reasons checkbook ira adam bergman checkbook control ira
AdBits
Episode 138 - Difference Between a Checkbook IRA LLC and a Regular LLC

AdBits

Play Episode Listen Later Mar 28, 2023 14:26


IRA Financial's Adam Bergman Esq. explains what an LLC is and whether or not there's a difference between a regular LLC you set up yourself, and one used for your IRA.

Adam Bergman Talks
Episode 380 - Tax Filing Deadline & the Checkbook IRA LLC

Adam Bergman Talks

Play Episode Listen Later Mar 8, 2023 11:36


In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax filing rules and deadlines for a Self-Directed IRA, whether you are a single member LLC, multiple member LLC (partnership) or a different entity.

We Study Billionaires - The Investor’s Podcast Network
BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew & Phil Geiger (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Dec 14, 2022 61:07


IN THIS EPISODE, YOU'LL LEARN:01:07 - What has been happening at Unchained Capital since the FTX blow-up?07:13 - What are some of the most common concerns of Self-Custody?12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?22:43 - The difference between non-probate assets versus probate assets.28:38 - What are the risks of not properly performing inheritance planning?30:15 - Checkbook IRA versus other methods.39:59 - Legal and policy update after the FTX situation.01:01:37 - Biggest mistakes people make in inheritance planning.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESUnchained Capital.Information on the The McNulty Case.Jeff Vandrew's Twitter.Phil Geiger's Twitter.Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.A gourmet gift from Omaha Steaks is a gift from the heart – a gift your family and friends will surely remember with every unforgettable bite. Use promo code WSB at checkout to get $30 OFF your order.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.More wealth, more purpose, or making more of a difference? Commonwealth Private helps you create more of yours - with exceptional service and experts who meticulously tailor opportunities for you.Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.In a world of probabilities, trade the possibilities with Pepperstone.Ship with FedEx and be ready for this holiday season with picture proof of delivery.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Enjoy 10% off your first booking in Viator's world of over 300,000 experiences you'll remember. Download the Viator app now and use code VIATOR10.Guess less and sell more with the Number 1 email marketing and automation brand, Intuit Mailchimp.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AdBits
Episode 114 - How to Rollover a Checkbook IRA LLC

AdBits

Play Episode Listen Later Oct 11, 2022 13:30


IRA Financial's Adam Bergman Esq. explains how you can rollover a Checkbook IRA LLC from one custodian to another, and the rules you need to be aware of.

Directed IRA Podcast
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

Directed IRA Podcast

Play Episode Listen Later Oct 10, 2022 33:33


The IRA LLC and Checkbook IRA is one of the best tools. It provides many opportunities but you've got to know the rules to avoid making mistakes.Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including:Wrong Set up of Your IRA LLC or Checkbook IRA.Why You Must Respect The Prohibited Transaction Rules.Incorrectly Putting Money into Your IRA.Misunderstanding Taking a Distribution.The Consequences of Not Keeping Your LLC Up To Date.Operating Incorrectly Your Checkbook IRA with Case Studies.Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!We've added Expert Panels with experience in over 100 different deals on self-directing with alternative assets the 9th Self-Directed IRA Summit. Learn more at: https://sdirasummit.com/Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment

FUTURATI PODCAST
Ep. 105: Is this the future of bitcoin mining? | Josh Moore

FUTURATI PODCAST

Play Episode Listen Later Sep 27, 2022 57:27


Help us grow by subscribing to the podcast, liking the episode, and sharing it with your friends. At the age of eighteen, Josh Moore was working for a day trader, developing complex analytical spreadsheets used to place millions of dollars in trades each day. At twenty-one, he was a pioneer of the “Checkbook IRA” industry. By the age of 30, Josh was directly responsible for moving billions of dollars from Wall Street to Main Street. In 2016 he founded the NFN8 Group, believing that the Blockchain and Cryptocurrency offered a yet-to-be-discovered, once-in-a-lifetime opportunity, to pioneer a new financial marketplace. Learn more about your ad choices. Visit megaphone.fm/adchoices

Self Directed Life
7 Bulletproof Investing Tips for Times of War and Protest

Self Directed Life

Play Episode Listen Later Mar 1, 2022 29:25


In volatile times, what's an investor to do? Prolific alternative strategy investors Jeff & Rachel Nabers share 7 tips. Learn about the importance of liquidity and illiquidity, reading Fed signals that the market misses, the non-human impact of software on asset prices, the anti-fragile cockroach that should be in every portfolio and more.

Get Rich Education
376: Alarming Tax Changes Can Hurt You with Tom Wheelwright and Damion Lupo

Get Rich Education

Play Episode Listen Later Dec 20, 2021 47:16


Tax The Rich. Learn how this theme is gaining traction in Congress. Wealthability's Tom Wheelwright joins us.  Which taxes make sense: property tax, consumption tax, flat income tax, progressive tax? In Tom's opinion, learn why flat taxes will never happen.  Oh no! A new 3.8% net investment income tax on business owners appears likely. Will the 1031 Exchange benefit survive? Next, The eQRP Company's Damion Lupo joins us. He tells us that the Checkbook IRA has been outlawed. The eQRP is the retirement plan answer. It has: 10X the contribution limits of Traditional and Roth IRAs, zero UBIT tax, and you can invest in real estate, bitcoin, gold, or your own business. Resources mentioned: Show Notes: www.GetRichEducation.com/376 Tom Wheelwright's Wealthability: Wealthability.com To learn more about eQRPs: text “EQRP” in ALL CAPS to 72000 or: eQRP.co By texting “EQRP” to 72000 and opting in, you will receive periodic marketing messages from eQRP Co. Message & data rates may apply. Reply “STOP” to cancel. Get mortgage loans for investment property: RidgeLendingGroup.com JWB's available Florida income property: CashFlowAndGrowth.com New-Build Florida income property is here: GetRichEducation.com/SunshineState New Const. Florida SFHs & multifamilies: www.B2Rdirect.com Best Financial Education: GetRichEducation.com Get our free, wealth-building “Don't Quit Your Daydream Letter”: www.GetRichEducation.com/Letter Top Properties & Providers: GREturnkey.com Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold

Financial Underdogs
Death of the Checkbook IRA FU 130

Financial Underdogs

Play Episode Listen Later Nov 24, 2021 8:55


The tax courts just ruled  ... If you have an LLC inside of your IRA and you're using it to write checks to take possession of precious metals or doing real estate deals — it's all disqualified now!  People have been lied to and now they're getting penalized. You gotta do the research.  If you're trying to do something to circumvent the system you're going to get clobbered.     

Wealth Watchers Podcast
15. Take Control of your 401k or IRA w/ Dmitriy Fomichenko

Wealth Watchers Podcast

Play Episode Listen Later May 7, 2021 43:34


Dmitriy Fomichenko has made it his mission to help others invest their retirement savings on their terms, in the assets they see fit. Is a Solo 401k or Checkbook IRA right for you? Find out!Dmitriy can be reached through his website:www.sensefinancial.comSupport the show

AdMail
Roth IRA Conversions, IRA Fees and more | Client Q&A

AdMail

Play Episode Listen Later Mar 12, 2021 10:49


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting a Roth IRA, Checkbook IRA fees and seller financing with a Self-Directed IRA.

Creek Side Chats With Successful Real Estate Investors
CSC 114 - Dmitriy Fomichenko: Solo 401K and Checkbook IRA for Wealth Growth and Tax Shelter

Creek Side Chats With Successful Real Estate Investors

Play Episode Listen Later Jan 15, 2021 21:38


Dmitriy Fomichenko Solo 401k and Checkbook IRA for Wealth Growth and Tax Shelter Today Dr. Allen chats with Dmitriy Fomichenko, founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors. Sense Financial Services was inspired when Dmitriy realized that many successful real estate investors were not properly sheltering their money. With this realization, Dmitriy founded Sense Financial Services to help his others maximize their returns on investments while protecting their hard-earned money. In today's chat, listen to Dmitriy's journey from immigrant with zero English proficiency to successful financial planner and accomplished real estate investor.  He'll inspire us with his journey from limited prospects and multiple set-backs to triumph through persistence and self-determination.  3 Key Points: Educate yourself financially Learn from your setbacks Protect your assets through intentional financial planning Connect with Dmitriy: https://www.sensefinancial.com/ contact@sensefinancial.com 949-228-9394   -=-=-=-=-=-=-=-=-=-=-=-=-=-=Steed Talker  =-=-=-=-=-=-=-=-=-=-=-=-=-=- Download our FREE Guide to PREDICTABLE, RELIABLE, PASSIVE INCOME TO LIVE LIFE ON YOUR OWN TERMS -=-=-=-=-=-=-=-=-=-=-=-=-=-=Steed Talker  =-=-=-=-=-=-=-=-=-=-=-=-=-=- Connect with Us: Passively invest with us to put your hard earned money to work for you to live more abundantly in all areas of life Email: Allen@steedtalker.com Let's chat: Schedule a FREE 30 minute phone conversation =+=+=+=+=+=+=+=+=+=+=+=+=+==*==+=+=+=+=+=+=+=+=+=+=+=+=+= Want to appear on our podcast?  Contact Us    

Check Book IRA & Solo 401k Weekly Podcast
Now Might be the Best Time to Convert Your Traditional 401k or IRA to a Roth

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Nov 17, 2020 26:04


Steve Sheppherd - Founder of IRA Valuations and Checkbook IRA discusses the process for converting your traditional retirement plan to a ROTH plan. He discusses the Pros and Cons and why this might be the ideal time to convert. For more information contact Peter@checkbookira.com or Jordan@checkbookira.com

Fresno Democratized Venture Capital Podcast
Fresno Black Investment Banking Circulating the Black Dollar

Fresno Democratized Venture Capital Podcast

Play Episode Listen Later Oct 31, 2020 12:27


Fresno Black Investment Banking Capital Formation Black buying powers by the numbers And with nearly 50 million Black people in the United States, Black consumers spend more than $1 trillion a year If blacks in Fresno can invest in black business it will allow Fresno Black Investment Group to be the leading Central Valley private investment company under Investment Company Act of 1940 The Investment Company Act of 1940 is an act of Congress which regulates investment funds. It was passed as a United States Public Law on August 22, 1940, and is codified at 15 U.S.C. §§ 80a-1–80a-64. Circulating the black dollar in the community 30 times will boost the black household median income and black businesses. Enables capacity building and passive income to circulate in the black community investing in companies you believe in Increase black net-worth In the 1970s, giving employees stock options became a competitive advantage for Intel In 2012, the first 3,000 Facebook employees shared $23B of wealth Open a Checkbook IRA https://mkgfinancialgroup.com/self-directed-ira/ (https://mkgfinancialgroup.com/self-directed-ira) MKG Financial Group Equity Fund Advisors LLC is registered with thehttps://sec.report/CIK/0001737754 ( U.S. Security and Exchange Commission) and incorporated in the state of Colorado. About Fresno BIG Hedge Fund ●Our partners NDTCO specializes in providing accounts for all of your alternative IRA investments. ●You, the IRA holder, make the investment decisions: select the assets, negotiate the terms, and direct your IRA funds to close the deal. ●New Direction Trust Company IRA makes sure the paperwork substantiates that the asset is within your IRA, and therefore deserves the tax benefits associated with the account type. ●By law we must provide all investors with an IRA Investing Guide, Subscription Agreement and Prospectus

Directed IRA Podcast
EP 4 - How to use an IRA/LLC or Checkbook IRA

Directed IRA Podcast

Play Episode Listen Later Oct 27, 2020 80:31


Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many don't understand.

Guidance Accounting Podcast
Episode #3 - Self Managed IRA's and 401k's with Peter Rizzo

Guidance Accounting Podcast

Play Episode Listen Later Oct 22, 2020 40:48


Nels Larsen, CPA at Guidance Accounting talks with Pete Rizzo, President of Checkbook IRA about self managed IRA's and 401K's, and the benefits and limitations of using them properly to gain more control of your retirement investments. A must-listen for people who want to invest retirement money in real estate, precious metals, and other alternative investments. Pete's contact info is 1-800-482-2760, Peter@CheckbookIRA.com and the website is www.CheckBookIRA.com

Check Book IRA & Solo 401k Weekly Podcast
The CARES Act and your Retirement Plan

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Oct 19, 2020 18:38


Jordan Sheppherd discusses different uses of the CARES act with your Checkbook IRA or Solo 401k .

AdMail
Is the SIMPLE IRA a Good Option for Your Business and more | Client Q&A

AdMail

Play Episode Listen Later Sep 14, 2020 23:24


In this week's episode, IRA Financial's Adam Bergman answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses.

Self Directed Life
Feed The World (And Your Portfolio) With Farmland Investments

Self Directed Life

Play Episode Listen Later Aug 12, 2020 58:06


Learn more about Solo401k accounts and investing in farmland at solo401k.com and farmtogether.com.Questions? Submit your questions to be answered on future podcasts at www.SelfDirectedLife.com 

Self Directed Life
What Can A Solo 401k Invest In?

Self Directed Life

Play Episode Listen Later Aug 4, 2020 63:16


Jeff & Rachel discuss what can a Solo 401k invest in?You'll learn about the different ways you can invest the money in your Solo 401k:The wealth gap is increasing due to monetary policyWays to invest in real estate with a Solo 401k (webinar replay)How to invest in crypto with a Solo 401kGet a loan (for any purpose) from your Solo 401kBook: Five Steps to FreedomAsk a question at www.SelfDirectedLife.com

Self Directed Life
What Is A Solo 401k?

Self Directed Life

Play Episode Listen Later Jul 13, 2020 56:11


Jeff & Rachel discuss what is a Solo 401k?You'll learn about the different types of self directed retirement accounts and what they can do for you. Self directed brokerage accounts, trust company custodians, checkbook IRA, checkbook Solo 401k and more.Ask a question at www.SelfDirectedLife.com 

Check Book IRA & Solo 401k Weekly Podcast
Investing in the Energy Sector explained by Troy Eckard CEO of Eckard Enterprises

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Jun 26, 2020 31:27


Troy Eckard talks about investing in the energy sector and explains why the markets are behaving like they are and what to look for if you are interested in Investing in this sector. He explains it in a way that even the most novice investor will understand, with enough information to keep the attention of the most savvy energy investor. For more information please contact David Day Business Development Manager Toll Free # 800-527-8895 Email - dday@eckardenterprises.com Website - www.EckardEnterprises.com Company Address – Eckard Enterprises, LLC 1301 Central Expressway South, Suite #100 Allen, Texas 75013 or reach out to us at CheckBookira.com and we will put you in touch with them.

Check Book IRA & Solo 401k Weekly Podcast
Talking Real Estate with Steve Sheppherd

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Jun 15, 2020 24:37


Steve Sheppherd, Founder of CheckBook IRA, talks strategies for investing in Real Estate in today's market .

Check Book IRA & Solo 401k Weekly Podcast
Client Dan Risman Jones of Ascend Real Estate discusses with Steve Sheppherd how Dan used his IRA to invest in Real Estate

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later May 26, 2020 31:31


Dan broadcasts live on his personal Facebook: https://www.facebook.com/drismanjones and also post to their Facebook page for Ascend Real Estate: https://www.facebook.com/AscendRealEstateTeam/ The podcast was about how to use Checkbook IRA for retirement investments, with Dan talking about his experience using it to buy a property in Pennsylvania, and with Steve talking about the advantage of using it, especially during the pandemic. Ascend Real Estate (AscendRE.com) is a top-producing Realtor team, led by real estate veterans Dan Risman Jones and Steven Huang, who help sellers, buyers and investors with property transactions in the San Francisco Bay Area. See their videos about the Bay Area lifestyle and building personal wealth at LiveWorkPlayHere.com

Self Directed Life
Is The Crisis Almost Over?

Self Directed Life

Play Episode Listen Later May 18, 2020 70:14


As some states open back up, the question becomes "Is this crisis almost over?"Jeff & Rachel cut through the nonsense to find the truth you won't find elsewhere.

Self Directed Life
What Is A Self Directed IRA And How Can It Help You Through This Crisis?

Self Directed Life

Play Episode Listen Later Apr 17, 2020 80:18


With peak uncertainty about the economy and investments, Jeff & Rachel discuss the importance of diversifying your investments beyond stocks, bonds, ETFs, etc.Did you know there are 3 types of Self Directed IRAs? Which one you choose will have a big impact on your ability to make smart investment moves throughout the financial crisis. Learn the ins and outs as well as the pros and cons of the 3 types of Self Directed IRAs.

Passive Cash Flow Podcast
Passive Cash Flow Podcast Ep. 18 | What is a checkbook IRA?

Passive Cash Flow Podcast

Play Episode Listen Later Mar 6, 2020 14:22


Today on the Passive Cash Flow Podcast we'll look into what a Checkbook IRA is, how to setup a Checkbook IRA, and overall best practices and rules.  Find out more today on the Passive Cash Flow Podcast!The Passive Cash Flow Podcast is for beginner or experienced investors. Subscribe today to learn how you can diversify out of the stock market, own a part of an apartment building & start earning Passive Cash Flow!Peoples Capital Group has been helping passive investors build wealth in NJ real estate for 10 years. Visit www.PeoplesCapitalGroup.com to find out if you qualify to start earning passive income and pay less taxes via investing in real estate. IRA's and 401K's are accepted. --https://www.facebook.com/peoplescapitalgroupnj/https://twitter.com/PCGrealestatehttps://www.linkedin.com/in/seth-martinez-29729a21/https://www.linkedin.com/in/aaron-fragnito-620b93173/https://www.youtube.com/results?search_query=peoples+capital+group#NJRealEstateInvesting#AaronFragnito#PassiveCashFlow#PCGSupport the show (https://www.peoplescapitalgroup.com/)

real estate passive 401k passive investing cashflow podcast passive cash flow checkbook ira peoples capital group passive cash flow podcast peoplescapitalgroup
Jake and Gino Multifamily Investing Entrepreneurs
RCRE - Take Control of Your Retirement with Brian Eastman

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Feb 5, 2020 39:55


Dylan and Mike interview Brian Eastman, the principal and Sr. Consultant at Safeguard Advisors, LLC based in Boulder, Colorado. Key Information: 70% of Brian’s clients use a Checkbook IRA Checkbook IRA is a great tool for people who have existing retirement accounts Checkbook IRA gives flexibility to invest in more than the stock market Checkbook IRA you are the Fund Manager instead of paying a custodian You can’t commingle the funds with your personal Takes 3 weeks to setup an account, so be proactive and get it completed on the front-end Make sure you feel comfortable with the self directed vehicle before you invest Solo 401k good for self-employed people, with no employees, who can continue to contribute Solo 401k you can contribute $63,500 in 2020   Expert Pro Tip: Talk to a handful of advisers, not sales pitches, when understanding self directed accounts   Contact Information: https://ira123.com/r/randpartners/   For more information/to connect with Rand CRE: www.randcre.com   To register to invest with us: https://invest.randpartnersllc.com/invexp/accounts/login/     Rand CRE's Facebook: https://www.facebook.com/randcre Rand CRE's Twitter: https://twitter.com/randcre Rand CRE's Linkedin: https://www.linkedin.com/company/randcre Rand CRE's Instagram: https://www.instagram.com/randcre

The Gold Collar Investor
TGCI 11: Heard of Self-Directed IRA? Invest using your 401K outside of Wall Street

The Gold Collar Investor

Play Episode Listen Later Nov 25, 2019 37:11


Pancham interviews Dmitriy Fomichenko, President, Sense Financial Planning. In this show, Dmitriy gives answers to some commonly asked questions about Self-Directed IRA's.  This show starts off with Dmitriy explaining the nuances of a Self-Directed IRA in simple terms. What are the Pros & Cons of investing your IRA funds? We also compare a Self-Directed IRA to a Checkbook IRA, and reveal the right option for you. Can you invest your IRA funds in alternative assets? Can your IRA own a commercial business? And, what are the tax implications of investing your IRA funds outside of Wall Street? We wrap up this show with our “Taking the Leap” round. If you are looking for ways to earn higher returns, this is a show that you do not want to miss. Tune in for some excellent nuggets! Resources:For more details visit: www.TheGoldCollarInvestor.com/show11 Download free report on top 6 reasons to invest outside of wall-street:www.TheGoldCollarInvestor.com/download  

Check Book IRA & Solo 401k Weekly Podcast
09 Why is the Solo 401(k) even better than the Check Book IRA LLC

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Sep 5, 2019 4:20


Steve Sheppherd of www.Checkbookira.com covers some of the reasons why the Solo 401(k) give more control than even the Check Book IRA LLC.

Check Book IRA & Solo 401k Weekly Podcast
06 Additional Investment Options for a Check Book IRA - Lesson 5

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 2:59


Steven R. Sheppherd of www.Checkbookira.com covers a lot of different investment opportunities. In some cases there may be additional taxes, like actually running a business, but for the most part the tax treatment is extremely favorable.

Check Book IRA & Solo 401k Weekly Podcast
08-The Power of the Inherited Roth IRA Lesson 7 - Check Book IRA Lesson 7 -

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 5:08


Steven R. Sheppherd of www.Checkbookira.com covers how your heir could use the power of TAX FREE earnings of your Roth Check Book IRA. They can earn and withdraw Tax Free profits at any time AND the Roth Check Book IRA stays in existence until the oldest beneficiary is 82 years old!

Check Book IRA & Solo 401k Weekly Podcast
03 Get Checkbook control when you add an LLC to your IRA - Lesson 2

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 5:09


Steven R. Sheppherd of www.CheckBookIRA.com Covers how a Check Book IRA LLC works. This gives you, the client, instant and complete control of your IRA funds which are held locally in an LLC Business checking account. You are named the manager with instant control.

Check Book IRA & Solo 401k Weekly Podcast
04 What Can’t you do in a Check Book IRA? Lesson 3

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 4:43


Steven R. Sheppherd of www.Checkbookira.com covers what Prohibited Transactions as well as Prohibited Parties are. It's amazing how flexible the Check Book IRA is.

Check Book IRA & Solo 401k Weekly Podcast
05 Buying Real Estate is Easy in the Check Book IRA - Lesson 4

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 4:24


Steven R. Sheppherd of www.Checkbookira.com covers how easy and efficiently it is to use the Check Book IRA to purchase and deal with Real Estate. No more waiting on Custodial approval and response. Grab the deal while it's hot!

Check Book IRA & Solo 401k Weekly Podcast
07 The Miracle Roth IRA Lesson 6 Check Book IRA

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 14, 2019 1:56


Steven R. Sheppherd of www.Checkbookira.com covers how amazing the Roth IRA really is. Tax free earnings for your entire life, and, in Lesson 7 you learn the earnings are tax free to the heirs of the Roth Check Book IRA LLC until the eldest beneficiary is 82 years old.

Check Book IRA & Solo 401k Weekly Podcast
02 The Self Directed IRA is ONLY the beginning - Check Book IRA Lesson 1

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 12, 2019 4:44


Steven R. Sheppherd of www.Checkbookira.com covers how having a Self Directed Custodian who has nothing to sell you is an important first step to the financial freedom of you IRA or other retirement plan. A Self Directed Custodian doesn't sell you investment products but charges fees either based upon the value of the account or by the number of transactions your account does. This is a great first step but is just that, a FIRST step.

Check Book IRA & Solo 401k Weekly Podcast
01 An Intro to the Check Book IRA - The History of the IRA

Check Book IRA & Solo 401k Weekly Podcast

Play Episode Listen Later Aug 11, 2019 8:13


Steven R. Sheppherd from www.Checkbookira.com covers the History of the IRA. It will help you understand why the investment of the IRA's have been tightly controlled by the big banks and brokerage firms. You'll also learn how the Self Directed IRA came into being with the ultimate product of self control being the Check Book IRA LLC or the Solo 401(k). Congress has give a gift so here's your chance to begin learning how to use it more efficiently. www.Checkbookira.com

Bulletproof Cashflow: Multifamily & Apartment Investing for Financial Freedom
How to Set Up a Checkbook IRA, with Bernard Reisz | Bulletproof Cashflow Podcast #107

Bulletproof Cashflow: Multifamily & Apartment Investing for Financial Freedom

Play Episode Listen Later May 29, 2019 55:23


Bernard Reisz is a CPA focused on using proactive and innovative strategies for real estate financial planning. This focus lead to a passion of protecting wealth for investors, so he founded ReSure Financial. The company gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Qualified Retirement Savings Plans, IRAs, Self Directed IRAs, and other tools. Today, he works with people to earn better returns with their retirement money and avoid heavy tax burdens.   In this episode, we dive into how investors can deploy the cash in their IRA or 401(k) to invest in multifamily real estate in an easy and compliant way. Additionally, he shares how you as a syndicator can use other people’s retirement accounts to fund real estate transactions for a healthy return.

Adam Bergman Talks
Episode 31: The New Book by Adam Bergman, The Checkbook IRA – Why You Want It, Why You Need It

Adam Bergman Talks

Play Episode Listen Later Feb 20, 2019 9:08


IRA Financial Group’s Adam Bergman discusses his new book, The Checkbook IRA – Why You Want It, Why You Need It, available now on Amazon.

Adam Bergman Talks
Episode 5 - Single Member v. Multi-Member Checkbook IRA LLC

Adam Bergman Talks

Play Episode Listen Later Feb 1, 2019 17:05


IRA Financial Group’s Adam Bergman discusses the differences between the Single Member Checkbook IRA LLC and the Multi-Member Checkbook IRA LLC.

Tuesday with Tom
What is a Checkbook IRA?

Tuesday with Tom

Play Episode Listen Later Sep 4, 2018 24:13


On August 21 Tom explained what a self-directed IRA is, and how it gives you opportunities to extend your IRA investment options. In today’s episode Tom takes that concept one step further and discusses how a Checkbook IRA might even be a better option if you are interested in alternative investments.

Target Market Insights: Multifamily Real Estate Marketing Tips
Ep. 61: Checkbook Control for Your Retirement Plan with Bernard Resiz

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Aug 28, 2018 49:01


Bernard Reisz is a CPA with extensive experience in alternative investments. He founded ReSure LLC & ReSure Financial Advisors. With a background in financial and tax analysis for institutional and personal investors, Reisz helps to empower investors to take control of their retirement accounts in accordance with their asset preferences. On this episode, Bernard shares tips to leverage tax-advantaged vehicles to maximize your retirement investments.   Key Market Insights CPA with extensive experience in alternative investments Founder of ReSure LLC & ReSure Financial Advisors LLC Self-directed IRA and 401k specialist Retirement Accounts: 401k and IRAs - tax-advantaged vehicles; can grow tax-deferred Tax-deferred - earn interests and dividends without paying tax until you withdraw the investments ROTH IRA - no tax deductions, but no taxes on earnings either Eligibility: 401k plan, business income; IRAs, any income from owner or spouse 401k plan contribution components: Employee and employer contribution Traditional IRAs - minimal trading fees. Revenues are extracted from every investment activity made on their platform Self-directed IRA - fees include transaction fees and processing fees within your retirement account Self-directed IRA: Custodian or Checkbook Control Custodian - administers a retirement account, including reviewing and processing documents and investing the money Checkbook IRA - set up a private equity investment; transfer all the IRA funds to the entity; IRA owner controls the funds IRA prohibited transactions and disqualified person Checkbook IRA for multiple deals; Custodians for single to limited investments over time Differences: UBIT - Unrelated Business Income Tax, UBTI - Unrelated Business Taxable Income, UDFI - Unrelated Debt-Financed Income (refer to a real estate CPA) Bull’s Eye Tips:   Winning Your Market:  Have an investment strategy   Tracking Marketing Changes: Read tax codes and learn its significance in retirement account.   Daily Habit: Take kids to school. Gives sense of meaning and purpose.   Resources: Leveraging the Rocket Fuel of Self-Direct IRAs with Carl Fischer, Episode 29 Self-directed IRA for Capital Raisers with Adam Sypniewski, Episode 54   Book Recommendation:   Where are the Customers’ Yacht? By Fred Schwed Jr.   Tweet This:   "Determine which retirement account should be set up and your eligibility."   "Checkbook control hands the transaction duties to the investor, not the IRA custodian."   Places to Grab a Bite: Starbucks   Connect with Bernard: Website: 401kcheckbook.com Emails: bernard@resurefinancial.com   Leave us a review and rating on iTunes or Stitcher. Be sure to check out more info at TargetMarketInsights.com.  

Tuesday with Tom
Let’s Talk About a Self-Directed IRA

Tuesday with Tom

Play Episode Listen Later Aug 21, 2018 31:04


Did you know that Your IRA does not have to be at your bank or broker? In today’s episode, Tom discusses how you can extend your IRA investment options through a self-directed IRA. Maybe you are interested in rental property, or flipping property, or private loans, or gold, or digital currency. All of these investments can be held by a self-directed IRA.

The High Return Real Estate Show
How To Quadruple The Returns Of Your Retirement Account With A Special Checkbook IRA - Episode 13

The High Return Real Estate Show

Play Episode Listen Later Jul 31, 2017 33:11


In this episode of the High Return Real Estate Show Jeff Schechter, Jack Gibson, and special guest Tim Berry discuss the checkbook IRA and how to multiply the returns of your retirement account. Questions Asked: How did you get into this line of work? What is a self-directed IRA? How can someone convert their existing accounts into a self-directed IRA? What is the primary difference between a 401(k) and an IRA? What are the rules around self-directed accounts? How does someone get started in setting up this plan? Key Lessons Learned: Self Directed Retirement Accounts Most people get their investment knowledge from financial advisors that are more focused on making money than giving the best advice. A checkbook IRA is simply giving you the control of what is within the IRA. 97% of all money in retirement accounts is in other areas other than real estate. Chances are if there is something you want to invest in a Checkbook IRA can do it. The only thing it can't do is buy life insurance. If you've left a previous employer where you had a 401(k) there is a good chance you can roll the account over to a self-directed IRA. It may be trickier if you still work for that employer but the older you are the better your chances. If your self employed you will have no problem. You have to find a trustworthy self-directed IRA custodian and transfer the assets from the old account to the new account. With a self-directed 401(k) you are already your own custodian. The stock market is a fool's game. Real estate is a great, stable investment. You may run into issues at tax time trying to find a CPA that will do your taxes but if you have an IRA, your custodian will take care of it. It's very simple to get started in setting up either plan. There is a 250k benchmark of value before you have to really start doing some paperwork for this kind of investment account. An Excel spreadsheet may be the only tracking you need for your investment account. Regulations You can't invest in life insurance and collectibles. You can't engage in a prohibited transaction which means engaging in an investment with anyone related to you. Certain transactions will generate taxable income which you have to account for. If you flip real estate within the retirement account, you can use the depreciation to offset the potential tax implications. Self Directed 401(k) vs IRA A self-directed 401(k) is the best route to go. A self-directed IRA requires a third-party custodian, a 401(k) does not. Inside an IRA, you will have to pay taxes on leveraged real estate deals. With a 401(k), you won't. You can borrow money from a 401(k) without paying taxes on the borrowed money which isn't the case with an IRA. The only restriction to a self-directed 401(k) is that you can only establish one if you have an active business or stream of self-employed income. The penalties for a 401(k) are typically lower than an IRA. Resources Mentioned iraideas.com/hrre Thank you for listening! If you enjoyed this podcast, please subscribe and leave a 5-star rating and review in iTunes!

Passive Real Estate Investing
Investing Using Your Retirement Accounts | PREI 011

Passive Real Estate Investing

Play Episode Listen Later Aug 11, 2015 37:39


Since the early 2000′s, the number of self-directed IRAs has more than doubled!  These plans give individuals the ability to invest into assets that they understand and can control such as real estate.  Investors who have knowledge and expertise in a particular investment can purchase them in a tax-free or tax-deferred environment The and Checkbook IRA and Solo 401k are viable solutions that allow you to investment in virtually any asset including real estate, provide you with “Checkbook Control” over your retirement account, and minimize or eliminate custodian fees. In this episode we talk to Dmitriy Fomichenko the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. We also take a look at another available turnkey investment property in our Deal of the Day segment. – – – – – – – – – – – – – – Download your FREE copy of: The Ultimate Guide to Passive Real Estate Investing. Get your FREE coffee mug by leaving us a Rating and Review on iTunes. Here’s how. See our available Turnkey Cash-Flow Rental Properties. Please give us a RATING & REVIEW (Thank you!) SUBSCRIBE on iTunes | Stitcher | Podcast Feed Learn more about your ad choices. Visit megaphone.fm/adchoices

Self Directed Investor Talk:  Alternative Asset Investing through Self-Directed IRA's & Solo 401k's

https://SelfDirected.org/2 The Checkbook IRA LLC Provides the Highest Level of Control Available Over a Self-Directed IRA... and Substantially Increases the Risk of Prohibited Transactions. Checkbook IRA LLC provides two huge benefits: Ultimate control (and instant access to capital) for the self-directed IRA account holder, and potentially lower transaction fees. This strategy works by using the capital held by a fully self-directed IRA custodian to purchase 100% of the shares of an LLC, which is managed and controlled by the IRA owner. But the freedom to control the capital does not minimize the need for the account to avoid prohibited transactions. In fact, the Checkbook IRA LLC strategy increases the risk of committing a prohibited transaction in your IRA. After a rule change in 2014, your custodian notifies the IRS when you use this strategy, or invest in any type of "illiquid asset". Cost of committing a prohibited transaction in your IRA is very frequently 50% of the IRA balance or more, with a cost running to 100% not unusual. Links & Resources: The Definitive Guide to Self-Directed IRA's Prohibited Transactions in your IRA Excellent Self-Directed IRA Attorney See acast.com/privacy for privacy and opt-out information.

Landlord Talk Radio
Retire Rich with a Self Directed IRA

Landlord Talk Radio

Play Episode Listen Later Aug 23, 2012 46:39


Achieve prosperity with a Self Directed IRA or Solo 401(k). Listen or call in as we discuss the basics and benefits of setting up a self-directed retirement account with special guest and Self Directed IRA specialist Mark Friedman of Broad Financial. Self-Directed IRA's are being used to make alternative investment choices such as real estate investments, mortgages and trust deeds, tax liens, notes, gold and silver, oil and gas, and much, much more. Are you disappointed with the returns you are receiving or worried about the safety of your current retirement account? Have you suffered losses in the value of your current retirement plan or are you seeking a safer IRA investment alternative than the unpredictable and volatile stock market for your retirement funds? If you have answered yes to any of these questions then you need to know what smart and savvy Individual Retirement Account (IRA) owners (including Traditional IRA, Roth IRA, SEP-IRA and 401k plan owners) are doing to take direct hands-on control of their financial future - They are investing their retirement funds in thier own truly Self Directed IRA LLC with Checkbook Control (sometimes called a Checkbook IRA).

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Checkbook IRA - Real Estate Investing Using Your Retirement Account

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

Play Episode Listen Later Jun 12, 2011 49:59


The Checkbook IRA allows you to act quickly when you see a great deal for a non-traditional investment like a foreclosure, short sale, fixer-upper or discount note.  No more paperwork and waiting while your custodian reviews and approves your deal.  Just write a check and get it done! With the stock market down (again), concerned investors are turning back to real estate - and are looking to their individual retirement accounts and rollover 401ks as a funding source.  The Checkbook IRA takes a lot of the hassle out of the whole process. Listen in as The Real Estate Guys™ talk with attorney Mauricio Rauld about this exciting tool for real estate investing using your self-directed retirement account. The Real Estate Guys™ Radio Show provides real estate investing news, education, training and resources to helps real estate investors succeed.  To learn more and subscribe to the free newsletter, visit www.realestateguysradio.com