Self-Directed IRA Plans
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.
There is a certain geographic footprint that comes with a Checkbook IRA LLC program. The IRA-owned LLC entity is formed in a specific state, after all. If you move after setting up this type of program, you may need to…
A common question for someone considering the formation of a Checkbook IRA LLC is: “What is the best state to form the LLC in?” It’s a good question, and one that merits some consideration before putting a plan in place…
As part of the 2019 year-end domestic appropriations bill, a significant package of rule changes for IRA and 401(k) based retirement plans known as the Setting Every Community Up for retirement Enhancement Act (SECURE ACT) was included. This act passed…
At Safeguard, we often hear the question, “Can my IRA purchase a property today that I can then use personally in the future?” Yes, this can be done. But does it make sense? Below we take a deeper look at…
Taking the leap to establish a self-directed IRA or Solo 401(k) is a big move. While unlocking your retirement plan to enable a broader range of investment choices is appealing, there’s work involved in both moving your plan funds and…
Investing in real estate can be expensive. For many investors who want to diversify their retirement savings into assets such as rental property, access to capital can be a barrier. We’re often asked whether it’s possible to combine IRA and…
A self-directed IRA is unique in having a different transaction model, and opening up the possibility to invest in to a diverse range of assets such as real estate, private placements, and more. When it comes to the basic concepts…
An Inherited IRA is an account structure that allows a beneficiary to manage an inheritance that was passed down to them through an IRA or 401(k) account. If you’ve inherited an IRA as a beneficiary, it’s up to you to…
More and more Americans are forgoing the morning commute to the office in exchange for a freelancing career. Over 36% of Americans are freelancers, and that number is estimated to rise to over 50% in 10 years if the growth of gig workers across…
If you have an IRA LLC, it's important to routinely check your account, update your information, communicate with your IRA custodian, and be aware of annual responsibilities. The following 5 items will allow you to protect yourself against identity theft…