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.
In a recent article we discussed the critical layer of asset protection afforded by the Checkbook IRA LLC structure. While it is great that the LLC entity in this plan format shields the IRA and the IRA account holder from…
If you have or are contemplating establishing a self directed IRA plan, one of the topics you should consider is asset protection. A self directed IRA, with its expanded options for investment choices, can be a great tool for creating…
A 2012 report by McKinsey and Co. found a 14% increase in alternative investments, from $2.9 trillion in total funds invested, to $6.5 trillion in 2011. Alternative investments include self-directed IRAs, in which account holders can invest in a broad…
For both traditional and self-directed IRAs, a will cannot determine beneficiaries. That’s because each IRA includes a beneficiary designation, set by a form you fill out upon opening the account. This designation supersedes any information in a will. Considering this…
*This blog post is the first article of a two part series, be sure to check back for the second and final article. There are several types of self-directed IRA, 401(k) and business funding programs available. If you are contemplating…
