Self-Directed IRA LLC plans offered by Safeguard Advisors open up an entirely new realm of investing possibilities for your retirement funds. With these plans, you can invest in anything the IRS rules allow for, and you can be in direct control of all your plan’s investment activities.
The IRA-owned LLC format we create provides several advantages with respect to investment flexibility, ability to react quickly to opportunity, and asset protection for your retirement savings. Because you control the LLC that is owned by your IRA, and can directly transact via the LLC bank account, there is no need for 3rd party review, processing delays or per-transaction fees. For many types of investing, this direct control is not only a big advantage, it is a necessary component of being able to execute your strategy effectively and efficiently.
This section of our blog covers topics related to the plans themselves and how they operate, such as deciding which self-directed retirement plan is best for you, shielding your IRA from liability, naming beneficiaries, and much more.
A self-directed IRA or Solo 401(k) plan that offers checkbook control can have many advantages over a similar plan offered by a 3rd party custodian serving as a processor. When it comes to investing in real estate, the benefits that…
As tax season rolls around each year, we typically get a lot of questions about tax filing requirements and where to find a CPA who can help. The simple answer is that most self-directed IRA and Solo 401(k) investors will…
The IRS on November 4th announced updates to IRA and 401(k) contribution limits for the 2022 tax year. While individual IRA limits were not increased, savers with a Solo 401(k) or SEP IRA linked to a business will have the…
Starting at age 72, you may be required to take a minimum distribution from your real estate IRA or Solo 401(k) each year. This concept is referred to as Required Minimum Distributions (RMDs). If your self-directed retirement plan is invested…
When it comes to IRA inheritance and beneficiary designations, a self-directed IRA is treated the same as any other IRA. Choosing who to name as beneficiaries for your IRA and how to make your designations can be simple or complex,…
The Checkbook IRA program commonly uses an IRA-owned LLC entity to provide you as the investor with direct control. An LLC is a state-registered business entity and has certain administrative requirements as a result. One of those requirements is to…
Safeguard Advisors is excited to add Solera National Bank as an IRA custodian partner for our Checkbook IRA programs. We believe Solera’s unique approach to custody services brings significant operational efficiencies that will help us deliver a best-in-class solution for…
Making regular contributions to your self-directed Checkbook IRA is a great way to maximize the tax-savings of your plan. While most people focus on the fact that a self-directed IRA allows for a broad range of investment choices such as…
One of the main benefits of a Checkbook IRA or Solo 401(k) plan is that you get to choose the bank where plan funds are held. That bank is where the “checkbook” is held and becomes the operating account from…
IRS rules require annual reporting for IRA accounts that include the fair market valuation of the IRA’s holdings. In a conventional IRA invested in stocks, bonds, and mutual funds, the IRA account custodian can simply look up the publicly available…
