Podcasts about ira llc

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen answer your top tax and legal questions. From choosing the right tax advisor (without overpaying for empty credentials) to navigating HSAs, S corp taxation, and solo 401(k) limitations—this episode is packed with practical strategies to keep your business and investments in top shape. Plus, they break down how their Crypto IRA can help you leverage cryptocurrency in your retirement portfolio.Here are some of the highlights:Mark discusses the importance of choosing a good tax advisor and the potential pitfalls of high fees without proper credentials.Mat clarifies the difference between an HSA account and an HSA-qualifying insurance plan, emphasizing that the account can be set up anywhere, including with Direct IRA.Mark and Mat cover the benefits of self-directing an HSA account, including the ability to invest in various assets like crypto, real estate, and private companies.Upcoming changes in 2025 regarding 1099-K forms for payment apps like Cash App and Venmo.A workaround involving picking up FICA wages on a Schedule C and ensuring proper documentation on the 1120-S form.The challenges of setting up an IRA LLC for buying crypto and recommends using the Crypto IRA product instead.The process of transferring funds from a retirement account to a Gemini account for buying and selling crypto.Mark and Mat encourage listeners to invest time in finding the right professional team for their business, including accountants and lawyers. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

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 ...

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.

On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including loaning funds to your IRA, transacting with a company you own more than 80% of, and paying a sibling to manage your IRA LLC.

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.

Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them.Call a Directed IRA specialist to open your IRA/LLC account! https://directedira.com/appointment/

On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA IRS Reporting. Find out if you need to file a tax return on interest earned from a savings account with your self-directed IRA LLC, if you need to file an income tax return on your self-directed IRA LLC that is owned by a Roth IRA, and what to do if you invested in a business via your self-directed IRA and received a K-1 that had a loss.

On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can add your Roth IRA to a self-directed IRA LLC, how to move a self-directed IRA to a checkbook control LLC, and how to find the value of your solo 401(k) private investments.

In today's episode, Adam Bergman, Esq., discusses how you can add a member, such as a spouse's IRA or a separate Roth IRA, to your Self-Directed IRA LLC.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making additional 401(k) contributions after maxing out a workplace plan, selling an interest in an LLC, and filing requirements for an LLC investment with an IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA Financial fees for a Backdoor Roth IRA, choosing IRA Financial vs. another provider, and filing a partnership return for a Self-Directed IRA LLC.

In this episode of the AZREIA Show, host Marcus Maloney and co-host Michael Del Prete sit down with JP DahDah from Vantage Self-Directed IRAs to discuss the ins and outs of self-directed IRAs. With so much misinformation out there, it's important to get the facts straight when it comes to investing outside of the stock market. JP shares his expertise and sheds light on the benefits and opportunities that self-directed accounts offer. If you're looking to take control of your retirement savings and explore alternative investment options, this episode is a must-listen. Tune in now and join the conversation! [00:02:09] Get to know JP Dahdah [00:07:34] Buy real estate with your IRA. [00:08:22] Building a Relationship with Entrust. [00:19:37] Disenchantment with the financial industry. [00:14:51] Self-directed IRAs explained. [00:19:37] The perception of alternative investments. [00:21:11] Advisor's conflict of interest. [00:26:00] Investment dilemma and responsibility. [00:29:37] Investing with no money. [00:35:51] Types of assets you can buy with self-directed IRAs. [00:40:02] Fees and account structure. [00:42:45] IRA LLC and checkbook control. [00:46:07] Using IRA money for deals.   ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate. Join AZREIA here. Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

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

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking an IRA LLC distribution, contributing to a Roth IRA with only passive income, utilizing an IRA-owned property.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust with an IRA investment, receiving a 1099 for an IRA LLC investment, and hiring someone to manage IRA LLC investments.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about managing a Self-Directed IRA LLC, maintaining a Solo 401(k) plan without net income, and using your child, who is a real estate agent, to sell your IRA-owned home.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting an Inherited IRA to Roth, adding additional funds to an IRA LLC, using the same LLC to invest in real estate in another state.

In today's episode, IRA Financial's Adam Bergman, Esq. discusses how Form W9 will take care of any IRS reporting when opening a brokerage account with a Self-Directed IRA LLC.

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----

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.---

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastAbout Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.* Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.

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.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about lending funds to a Self-Directed IRA, 2022 SEP IRA contribution deadline, and issuing a K-1 for an IRA LLC investment.

IRA Financial's Adam Bergman Esq. discusses how to fill out IRS Form W-9 for your Self-Directed IRA if you have a single member LLC.

In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include:-How can you control your financial stability-Banks collapsing due to bank runs-FDIC insurance, rules and regulations-$250k Limit and Joint Accounts-FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs-What is pass-through FDIC insurance-What options you have for multiple banking accounts-Bank deposit risks-What is the Bank Term Funding Program (BTFP)----

IRA Financial's Adam Bergman Esq. discusses how to fill out IRS Form W-9 for your Self-Directed IRA if you have a multiple member LLC.

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.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a credit card in your IRA LLC, paying the state LLC fee, and performing a Backdoor Roth 401(k) for 2022.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust as manager of an IRA LLC, investing in a business with a Solo 401(k), and 1099-R filing.

How much do you need in your IRA or 401k to retire? The Formula You Will Need.Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA.In this webinar we will discuss:Get clarity on your numbers.Know how to create an actionable retirement plan.Set yourself up for success in 2023.Register to get your questions answered Live by Mat and Aaron. in our next Webinar! https://directedira.com/webinar/Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.https://directedira.com/appointment----

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using rental real estate to contribute to a Solo 401(k), contributing a patent to a Self-Directed IRA, and converting a regular Self-Directed IRA to an IRA LLC.

Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want to convert to Roth.----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.https://directedira.com/appointment----

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about adding funds to a Self-Directed IRA LLC, completing a W-9, and whether or not you are a sole member of your IRA LLC.

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.

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

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about creditor protection with a Self-Directed IRA LLC, investing in a daughter's business, and reopening a terminated Solo 401(k) plan.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over a Solo 401(k) to a Self-Directed IRA, owning another LLC with your IRA LLC account, and using an IRA Trust for a real estate purchase with a private lender.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deductibility, adding 401(k) trust-owned properties to a will, and whether you need member meeting for a Self-Directed IRA LLC.

IRA Financial's Adam Bergman Esq. discusses how to complete the IRS Form, Schedule K-1 when you have a Self-Directed IRA LLC.

IRA Financial's Adam Bergman Esq. discusses the difference between a Self-Directed IRA LLC and a Self-Directed IRA Trust. Learn more about your retirement options today!

IRA Financial's Adam Bergman Esq. discusses the Self-Directed IRA and IRA LLC, and whether or not receiving a 1099 from an investment will have an impact on an investor.

Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware wallet off-exchange. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about an IRA LLC as a disregarded entity, moving a 401(k) to a Self-Directed IRA, and options for an Inherited IRA in an irrevocable trust.

Aaron Fragnito has been helping people invest in Real Estate for over ten years. He is a Co-Founder of Peoples Capital Group (PCG), a real estate investment and holding company and a full-time real estate investor, as well as the host of the New Jersey Real Estate Network and host of the Passive Cash Flow Podcast. In this episode, Aaron shares how your financial planner may tell you that you can't self-direct your IRA when the truth is, you can, provided it is within the rules of using it. He talks about the process of pulling out your IRA funds to invest in real estate, so you earn more than any other investment vehicle out there. Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/ What you'll learn in just 17 minutes from today's episode:  Find out one thing that your financial planners may not be telling you about self-directing your IRA for purposes within the rules surrounding it Learn about the process of investing your IRA in real estate the right way Find out how much you earn more investing your IRA funds in real estate than in any other investment portfolio Resources/Links:  How to self-direct your IRA, click here: https://www.peoplescapitalgroup.com/webinar-self-direct-ira Topics Covered:  01:46 - What your financial planners may tell you 02:57 - How is the capital raiser benefitted by people having IRAs 05:48 - An untapped market in people with IRAs 06:55 - People with IRAs not as concerned with receiving monthly cash flow payments 08:09 - Explaining the concept of IRA to potential investors 09:48 - The process of working with a licensed IRA custodian 13:57 - A win-win deal for both the deal maker and investors with IRA 14:29 - What is this IRA LLC account, what to do about it, and how it can help you Key Takeaways: "You can self-direct your IRA; there are limitations to what you can invest in, and there's a process to doing it the right way. But if you do it the right way, and work with a licensed IRA custodian who's going to guide you in the process, it's really quite simple, and really pretty affordable." - Aaron Fragnito "The idea is to see a tangible effect with your IRA diversified into something that's going to produce a consistent income and be backed by solid assets. Real estate is a tried and true asset for that." - Aaron Fragnito Connect with Aaron Fragnito: Website: https://www.peoplescapitalgroup.com/ Facebook: http://www.facebook.com/peoplescapitalgroupnj Connect with Dave Dubeau:  Podcast: http://www.propertyprofitspodcast.com/  Website: https://davedubeau.com/home  Investor Attraction Workshop: http://www.investorattractionworkshop.com/  Facebook: https://www.facebook.com/thedavedubeau  LinkedIn: http://linkedin.com/in/davedubeau  Enjoyed the Podcast?  Please subscribe on iTunes for updates

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth conversions, making IRA contributions with Bitcoin, and paying legal fees from an IRA LLC.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about real estate investing in Canada, a Solo 401(k) investment that required a W9, and creating a charity with a Self-Directed IRA LLC.

Bernard is an expert in integrating and executing investor tax products with a focus on self-directed retirement accounts (QRP, SDIRA, Solo 401k, IRA-LLC, IRA-Trust, etc.) and 1031 exchange. Bernard helps investors get it right the first time for optimal tax results, while avoiding concealed pitfalls. 

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about changing LLC bank accounts, converting a Solo 401(k), and forming a new LLC when you move out of state.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) with a C corp, a spouse serving as manager of an IRA LLC and selling a business after using a ROBS structure.

From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your finances, using proactive and innovative strategies. 401kCheckbook.com: Gives investors direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. Delivered with the expertise & integrity, and accounting for the nuances of your personal tax profile and the tax rules applicable to tax-sheltered accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Self-directed retirement accounts are not one-size-fits-all and have far more tax nuance than promoters want you to know. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. Please add any links you want me to share in the episode's description, including your social media. https://www.linkedin.com/in/bernard-reisz-cpa/ https://members.resurefinancial.com/ https://www.facebook.com/BernardReiszCPA/ https://www.401kcheckbook.com/ https://www.instagram.com/resurefinancial/ _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your finances, using proactive and innovative strategies. 401kCheckbook.com: Gives investors direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. Delivered with the expertise & integrity, and accounting for the nuances of your personal tax profile and the tax rules applicable to tax-sheltered accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Self-directed retirement accounts are not one-size-fits-all and have far more tax nuance than promoters want you to know. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. Please add any links you want me to share in the episode's description, including your social media. https://www.linkedin.com/in/bernard-reisz-cpa/ https://members.resurefinancial.com/ https://www.facebook.com/BernardReiszCPA/ https://www.401kcheckbook.com/ https://www.instagram.com/resurefinancial/ _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

IRA Financial's Adam Bergman Esq. discusses the different types of Self-Directed IRAs and where you should form your LLC if you want checkbook control of your funds.

Jeff is one of the most highly sought-after attorneys in the country when it comes to Self-Directed IRA Investing. He has been a real estate investor since 1993. As a frequent and popular guest speaker, he has become a recognized thought leader and innovator in the field of real estate investing.Tune in as Jeff and Mike drop must-know information in this episode. HIGHLIGHTS OF THE EPISODE 01:49 – Guest introduction 05:58 – Duty, breach, causation, damages, and collectability 07:14 – “Get clear.” 10:22 – Asset protection 13:52 – Another asset protection technique 16:15 – How many properties do you put into an LLC to maintain asset protection? 21:45 – “Know your numbers.” 28:28 – The IRA owning the Trust 30:32 – IRA LLC vs. IRA Trust NOTABLE QUOTES “Get clear. Not get clear of things but get clear about your things. Know your numbers, know what you own, know what your liabilities are, and know your risks.” – Jeff Watson If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com CONNECTING WITH THE GUEST Blog Facebook Youtube LinkedIn

IRA Financial's Adam Bergman Esq. discusses the difference between a standard Self-Directed and a Self-Directed IRA LLC and the benefits of each type of plan.

HSBC Bank USA, N.A. v. Suzannah R. Noonan IRA, LLC

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process. Learn more at https://directedira.com/cryptocurrency/

Get holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. 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 IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. (00:01-03:29) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Bernard Reisz - Bernard shares something interesting about himself (03:30-32:20) Real Estate Investing Journey and Planning For Biden Tax Changes - How and Why Bernard invested in real estate - What makes private real estate great? - Tax Mitigation Strategy - What does Bernard think will happen under Biden Tax Changes? - Is the opportunity zone will tamper? - Will the state tax tamper as well? - How can an investor navigate through the possible Biden tax changes? - Bernard's recommendations about possible Biden tax changes - Importance of Due Diligence and Diversification - The importance of tax diversification - Will migration from a blue state to a red-state might happen due to the Biden tax changes? - "Don't do anything rash just for tax benefit" - Exercise due diligence - "Tax tools are about investment" (32:21-32:39) Break (32:40-32:59) Second Segment - Welcoming listeners and guest back to the show (33:00-39:32) Fire Round - Will Bernard change the business strategy after Coronavirus? - Bernard's favorite real estate, finance, or other related books - Tool or website Bernard recommends - Bernard's advice to beginner investors - How does Bernard give back? - How can Wealth Matters Podcast listeners reach out to Bernard? (39:33-39:56) Closing Segment Reach out to Bernard by googling ReSure Financial Advisors LLC or visiting https://www.401kcheckbook.com/

We’re back, everyone!And in the first episode of 2021, we’ve prepared a very special treat for you. Today’s episode features two awesome guests, and they’re here to help us break down the exciting topic of self directed IRAs.“Self directed IRAs give you back the control so that you’re the one calling the shots for what your financial future should look like.” - Kevin ClaysonPlease help us welcome Mat Sorensen and Nathan Larsen!Mat is the foremost expert on the topic of self directed IRAs. He literally wrote a handbook on it! We’ve known each other for a long time, we’ve had tremendous success working together, and I’m really excited to have him on the show.We’re also joined by one of our very own! Nathan Larsen is the Vice President of Client Fulfillment at Done For You Real Estate. He’s the one holding our clients by the hand through the transaction process, and he’s got a thorough understanding of what clients want to know about self directed IRAs.Get ready because, in the next 50 or so minutes, you’re going to hear everything you’ve ever wanted to know about self directed IRAs - and then some!Key Takeaways:Introducing Mat Sorensen and Nathan Larsen (1:07)What is a self directed IRA? (9:14)What are some of the limitations of self directed IRAs? (14:09)The two things you should know before creating a self directed IRA (19:19)The advantages of setting up an IRA LLC (22:46)What are the costs of having a self directed IRA? (26:49)The biggest mistakes people make with self directed IRAs (30:51)Is it possible to have a self directed Roth IRA? (36:42)What the future holds for self directed IRAs (42:04)One of Mat’s biggest tips about real estate investing (46:29)Additional Resources:Connect with Mat: mat@kkoslawyers.comLearn more about Done For You Real Estate: VISIT HEREGet a FREE Income Replacement Estimate (IRE): APPLY HERERegister for our FREE Monthly Webinar Series: SIGN UP HERE--SUBSCRIBE for more Replace Your Income:https://bit.ly/ReplaceYourIncomePodcastIf you enjoyed this episode, please rate and review our podcast. Thank you for your support!--And remember...Income replacement for you and your family may only be one property away!

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about brokerage accounts in an IRA LLC, mixing personal funds with IRA funds to invest and recourse loans and UBTI.

Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depends on the small business owner’s situation and there isn’t a one-size-fits all strategy.

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.

IRA Financial's Adam Bergman Esq. discusses the Self-Directed IRA operating agreements, LLC articles and Tax I.D. numbers - the three major components for setting up a Checkbook Control Self-Directed IRA LLC.

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.

Harvard Law Attorney George Blower leads a discussion of how to choose a Self-Directed IRA LLC provider to help you take checkbook control of your retirement funds for investing in real estate, cryptocurrencies, notes, precious metals and other alternative investments. LEARN MORE: https://www.mysolo401k.net/list-of-self-directed-ira-providers/

Harvard Law Attorney George Blower leads a discussion of the impact of the SECURE Act on self-directed retirement accounts including self-directed Solo 401k, ROBS 401K and IRA LLC accounts. https://www.mysolo401k.net/

Join Oscar and German Buendia (The Millionaire Enlisted Podcast) and Bernard Reisz (ReSure LLC) as they tax about taxes, 401K’s, IRA’s, and QRP’s. Bernard is a CPA that’s got a passion for taxes, financial strategy, and helping people. Why do people put their money into stocks, bonds, and mutual funds instead of real estate? Bernard gives us the answer. He tells QRP’s and IRA’s apart, the nuances in between, and shatters false myths around them. By the end of the episode, you will put more importance on getting education and expertise and know where the blacks and whites are, along with the gray areas. Stay tuned to the podcast! ~ About Bernard Reisz: Integrated financial & tax expertise with a focus on real estate, entity structuring and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans. Bernard Reisz CPA, empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. 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 IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. ~ You can find Bernard Reisz on... Website: https://www.401kcheckbook.com/ LinkedIn: https://www.linkedin.com/in/bernard-reisz-cpa --- Connect with Oscar and German! Website: http://themillionaireenlisted.com/ Instagram: https://www.instagram.com/themillionaireenlisted/ Twitter: https://twitter.com/Millionaire_Enl Facebook: https://www.facebook.com/themillionaireenlisted YouTube: https://www.youtube.com/channel/UCHQxZM5HVM3LqNgk7jLTCbw

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.

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.

Mark J. Kohler—C.P.A., J.D. joins us on today's show to share some major tips on taking control of your financial strategy. Mark is a best-selling author; national speaker, radio show host, writer and video personality for Entrepreneur.com. He is a senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. He is also a real estate investor and a personal and small business tax and legal expert. Mark helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in the challenging, ever-changing economic climate. Listen in as Mark throws down the tax facts as it applies to land investing. We delve into: Choosing the right categorization and where to use those profits Opportunity shifting The 2 land investing camps and where you belong—Passive or dealer Installment sales The huge benefits of hiring your children Self-directed IRAs And, so much more!!! Roll up your sleeves and get ready to take control of your financial planning on today's episode of The Art of Passive Income! TIP OF THE WEEK Mark: Learn more about Mark at MarkJKohler.com. His website is a treasure trove of information. Scott: Check out the book, The CEO Next Door: The 4 Behaviors that Transform Ordinary People into World-Class Leaders. Mark Kohler: I want to challenge all of you to set up a self-directed IRA this week. To get a self-directed custodian, email Mark@MarkJKohler.com and I can send you 3-4 contacts. Think outside of the box and open a self-directed custodian account this week, work on getting an LLC structure and do a land deal before the end of the year in your IRA LLC. Plus, sign up for Mark's newsletter and get the eBook, The Top 10 Tax Saving Secrets Everybody Needs to Know. And, don't forget to check out his podcast at RefreshYourWealth.com. Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

Joan discusses the benefits of using a self-directed IRA strategy or a self-directed IRA LLC.

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

Mike was laid off after almost 34 years from the high-tech industry at the age of 55. Instead of grieving, he took his 401k and turned it into a "self-directed IRA LLC" and then turned that LLC into a multi-million dollar company in less than 2 years. Now Mike gets to do anything he wants.

On this topic of Money Mondays with Quest IRA, Scott talks with CEO Nathan Long about how to stay out of trouble with your self-directed IRA LLC and some things to do keep it clean. Proposing two major options, they delve deep into the trust and getting a 401(k). They also talk about a big announcement concerning Nathan's company and the values they are about to bring to more people. Nathan shares some of the bad stories that he experienced with clients, while showing some great insights that he learned from his mistakes. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Note Closers Show community today: WeCloseNotes.com The Note Closers Show Facebook The Note Closers Show Twitter Scott Carson LinkedIn The Note Closers Show YouTube The Note Closers Show Vimeo The Note Closers Show Instagram We Close Notes Pinterest

On this topic of Money Mondays with Quest IRA, Scott talks with CEO Nathan Long about how to stay out of trouble with your self-directed IRA LLC and some things to do keep it clean. Proposing two major options, they delve deep into the trust and getting a 401(k). They also talk about a big announcement concerning Nathan's company and the values they are about to bring to more people. Nathan shares some of the bad stories that he experienced with clients, while showing some great insights that he learned from his mistakes. Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

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.

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