Pages
- About Safeguard Advisors
- Blog
- Business Funding IRA
- Checkbook IRA Benefits
- Compare Plans
- Concerned About Fraud?
- Contact Us
- Estimated Tax Payments for UBTI & UDFI
- Get Started
- Investment Options
- IRA 401k Real Estate Investing Guide
- IRA Contribution Limits & Deadlines
- IRA Custodians
- IRA LLC & Solo 401(k) Tax Filing Requirements
- IRA LLC Year-End
- IRA Required Minimum Distributions
- Is Your Contact Information Up to Date?
- Learning Center
- Are My Funds Eligible for a Self-Directed IRA or 401(k)?
- Business Funding IRA Qualification
- Common Prohibited Transactions
- Custodian IRA vs Checkbook IRA
- Disqualified Persons
- How Our Process Works
- IRA Rollover & Transfer of Funds
- IRS Resources
- IRS Rules
- Prohibited Investments in an IRA or 401(k)
- Prohibited Transactions
- Roth Solo 401(k)
- Salary and Retirement Savings
- Self-Directed IRA vs Conventional IRA
- The Exclusive Benefit Rule
- UBIT Blocker Strategy
- UBTI – Tax on Business Activities
- Using Leverage: Non-Recourse Mortgages
- Vendor Resources
- What is a Business Funding IRA / ROBS Plan?
- What Is A Limited Liability Company?
- What is a Self-Directed IRA?
- What is Checkbook Control?
- What is UDFI? Tax on Debt-Financed Investments
- LLC Annual Registration Requirements by State
- Maintaining IRA Minimum Cash Balance
- Multi-Family Syndications
- Newsletter Sign Up
- Podcast: Self Directed IRA & 401(k) – Charting Your Own Course
- Privacy Policy
- Real Estate IRA
- Rewards Referral
- Safeguard Advisors Client Newsletter
- Schedule a Consultation
- Self Directed IRA LLC
- Self Directed IRA Rules and FAQ’s
- Self Directed IRA: Glossary of Terms
- Self Directed Plans
- Self-Directed IRA & 401(k) Mid-Year Financial Review
- Self-Directed IRA LLC Setup Process
- Self-Directed IRA Long-Term Contribution Tips
- Self-Directed IRAs & Solo 401(k)s – Safeguard Advisors
- Self-Directed Retirement Plan Guide
- Services, Plans, Investments
- Solo 401(k) 5500-EZ Filings
- Solo 401(k) Contribution Limits
- Solo 401(k) Eligibility
- Solo 401(k) Loan
- Solo 401(k) Year-End
- Solo 401k
- Start the Year off Right – With a Plan
- Terms and Conditions of Use
- Testimonials
- UDFI Calculator – Leverage Your IRA
Posts by category
- Category: 401K Business Funding
- 10 Reasons Funding your Business with Retirement Funds may be your Best Option (09/01/2020)
- 3 Ways to Use Retirement Funds to Rescue Your Business (05/15/2020)
- Investing in Businesses with a Self-Directed IRA (02/26/2018)
- Retirement-Funded Real Estate Development Company (12/01/2017)
- Which Self-Directed Retirement Plan is Best for Me? Part II [CHECKLIST] (06/21/2017)
- Business Funding IRA: The Over 50 Entrepreneur’s Secret Weapon (04/10/2017)
- Funding Your Business With a 401(k): The Benefits and Risks [CHECKLIST] (12/14/2016)
- Which Self-Directed Retirement Plan is Best for Me? Part I (08/04/2014)
- Category: Alternative Asset Investment Options
- Investing in Private Equity Real Estate Funds With Your Self-Directed IRA (01/15/2021)
- Investing in Real Estate Debt Funds With Your Self-Directed IRA (11/15/2020)
- Transactional Lending for Quick Profits in Your IRA (07/15/2020)
- Integrating a Stock Portfolio with Your Self-Directed IRA (03/27/2020)
- Diligence Series: Construction Loans (03/04/2020)
- Should I Invest my IRA in a Startup? (11/05/2019)
- How to Lend to Businesses with Your IRA (09/01/2019)
- 7 Reasons to Invest in Real Estate Syndications (07/08/2019)
- How To Invest in Mortgage Notes with Your IRA (07/03/2019)
- How to Evaluate Crowdfund Investments for Your IRA (03/01/2019)
- 4 Ways to Go Green With Your IRA (12/03/2018)
- How You Can Diversify Your Self-Directed IRA Portfolio with Precious Metals (08/08/2018)
- Beyond Bitcoin: IRA LLC for Cryptocurrency (01/05/2018)
- Invest your IRA in Bitcoin and Other Cryptocurrencies (10/10/2017)
- Investing in Crowd Funds with a Self-Directed IRA (07/28/2017)
- Investing in Rental Property vs. Notes in a Self-Directed IRA [CHECKLIST] (07/14/2017)
- Real Estate vs. Stocks—Why Real Estate Wins: Part 2 [CHECKLIST] (03/27/2017)
- Investing in Real Estate with Tax Lien Purchases [CHECKLIST] (02/24/2017)
- Think Outside the Stock Market: 5 Alternative Ways to Invest Your IRA [CHECKLIST] (09/20/2016)
- Investing in Non-Performing Notes (09/01/2016)
- 5 Tips for Buying Foreclosed Property with Your Self-Directed IRA [CHECKLIST] (05/23/2016)
- Allowable and Excluded Investments for Your Self-Directed IRA (04/07/2016)
- How to Make a Self-Directed IRA Investment a Success [Infographic] (02/16/2016)
- Tax Liens vs. Foreclosure Investments (01/11/2016)
- Real Estate vs. Stocks—Why Real Estate Wins: Part 1 (12/14/2015)
- Flip to the Top: 3 Approaches to Flipping Real Estate [Infographic] (08/01/2015)
- What do Renters Look for in a Vacation Rental Property? (04/27/2015)
- IRA Mortgages – A Path to Maximizing Returns (02/02/2015)
- Advantages & Disadvantages of Investing in Real Estate Notes (12/16/2014)
- Tips to Diversify Your Real Estate IRA Portfolio (11/25/2014)
- Retirement Investing: Stock Market vs. Real Estate [Infographic] (09/23/2014)
- Top 5 Investments with a Self-Directed IRA (07/08/2014)
- Category: Diligence Series
- Syndication Diligence: Fees and Sponsor Compensation (11/02/2020)
- Syndication Diligence: Evaluating a Project (10/01/2020)
- Syndication Diligence: Evaluating a Sponsor (08/15/2020)
- 4 Ways to Practice Due Diligence for Short-Term IRA Loans to Flippers (09/17/2018)
- How to Practice Due Diligence with Real Estate Note Investments (05/09/2018)
- Real Estate Due Diligence (11/06/2017)
- 5 Questions to Ask Before Investing in a Real Estate Note (06/15/2015)
- Category: How To Series
- 9 Things to Know About IRA Contributions (02/15/2021)
- How To Series: Checkbook IRA Valuation (10/15/2020)
- Roth Conversions in a Self-Directed Solo 401(k) (08/02/2020)
- Roth Conversions in a Self-Directed IRA (07/01/2020)
- Solo 401(k) Bank Account Structure – Tips & Tricks (04/20/2020)
- How to Invest in Tax Liens & Deeds with Your Plan (06/05/2019)
- How-To Series: Flipping Houses in your Self-Directed IRA (01/18/2019)
- 5 Things to Know About Buying an IRA Rental Property With Mortgage Financing (10/16/2018)
- How to Buy a Rental Property with Your Retirement Plan (06/05/2018)
- How to Efficiently Manage a Rental Property as a Long-Distance Landlord (07/06/2015)
- Category: Industry News and Economic Trends
- Safeguard Adds Solera Bank as Custodian Partner (04/07/2021)
- COVID-19 Driven Real Estate Trends for 2021 (02/01/2021)
- SEC Expands Access to Crowdfunding and Private Placements (01/02/2021)
- Is 2020 the Year for a Roth IRA Conversion? (06/01/2020)
- Coronavirus CARES Act Impact on IRA & 401(k) Plans (03/30/2020)
- How the SECURE Act Impacts Self-Directed Solo 401(k)s (01/07/2020)
- How the SECURE Act Impacts Self-Directed IRAs (01/06/2020)
- Best States to Buy an IRA Property in 2018 (09/03/2018)
- New Construction Trends Every Real Estate Investor Should Know (07/03/2018)
- Take Control of your Properties with the Centriq App (02/05/2018)
- 2017 Real Estate Investor Forecast (01/09/2017)
- Top Home Flipping Markets for 2016 (10/01/2016)
- How to Choose the Best Market for Your Real Estate Investment in 2016 (06/15/2016)
- Why Your Self-Directed IRA Matters in the 2016 Real-Estate Market (06/01/2016)
- Top U.S. Markets in Which to Invest in a Vacation Rental Property (04/14/2015)
- The 10 Best Markets for IRA Investment Properties in 2015 (02/16/2015)
- Category: IRS Rules and Compliance
- 10 Tips About Solo 401(k) Contributions (04/01/2021)
- Required Minimum Distributions After the SECURE & CARES Acts (09/15/2020)
- Using the CARES Act to Unlock Your Current 401(k) (06/16/2020)
- What Kinds of Real Estate Investments Create UBTI? (05/01/2020)
- Can There Be Taxes on My IRA or 401(k) Investments? (12/03/2019)
- Can I Partner with my IRA? (02/19/2019)
- 7 Frequently Asked Questions About Self-Directed IRA Distributions (02/11/2019)
- Can I Borrow from my Solo 401(k) Plan? (12/17/2018)
- 5 Things You Need to Know About Your Inherited IRA (11/05/2018)
- What Happens to Your Solo 401(k) if Your Business Hires Employees? (08/22/2018)
- Tax Time IRA & Solo 401(k) Contribution Tips (04/02/2018)
- 6 Prohibited Transactions to Avoid with Self-Directed IRAs [CHECKLIST] (04/28/2017)
- Steering Clear of Prohibited Transactions in a Self-Directed IRA [CHECKLIST] (07/26/2016)
- Tips to Effectively Manage Required Minimum Distributions (11/30/2015)
- Required Minimum Distributions (RMDs) & Your Retirement Plan (11/16/2015)
- Self-Directed IRA Rules Every Investor Should Know [Infographic] (12/31/2014)
- Category: Plan Administration
- What Happens if I Move After Setting up an IRA LLC? (03/03/2020)
- What is the Best State for My IRA LLC? (02/05/2020)
- Is Distributing IRA Assets to Yourself a Good Idea? (10/01/2019)
- Funding Your New Solo 401(k) with Last Year’s Money (04/02/2019)
- Solo 401(k) Checkup [CHECKLIST] (11/23/2017)
- Who Should I Name as my Beneficiary for my Self-Directed IRA? (08/18/2014)
- Category: Property Flipping
- IRA Flipping Machine – Using a UBIT Blocker (03/07/2018)
- 6 Steps to a Successful Flip with a Self-Directed IRA [CHECKLIST] (09/26/2017)
- Real Estate 201: Flipping Property with Your Self-Directed IRA [CHECKLIST] (10/20/2016)
- Real Estate Flipping 201: Be the Bank – Lend with a Self-Directed Plan (11/01/2015)
- Real Estate Flipping 201: The Hybrid Flip Approach Buy/Fix/Rent… then Sell (10/06/2015)
- Category: Real Estate Investing
- Rental Property in your IRA: Turnkey vs DIY (03/15/2021)
- The Importance of Tenant Insurance for Investors (03/01/2021)
- 10 Things to Know About Non-Recourse Loans (12/01/2020)
- Grow your Real Estate IRA with the BRRRR Strategy (02/03/2020)
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 2 (11/01/2019)
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 1 (10/02/2019)
- Can my IRA Plan Purchase Foreign Real Estate? (05/02/2019)
- Does Flipping Make Sense for Your Self-Directed IRA? (04/04/2019)
- Tips for Screening Renters for your IRA Property (07/17/2018)
- Real Estate Investing with a Self-Directed IRA/401(k) (07/12/2018)
- 5 Ways Your Client Can Benefit from IRA Real Estate (06/15/2018)
- You Can be a Local Real Estate Expert [CHECKLIST] (03/28/2018)
- IRA Real Estate Strategies for 2017 (02/01/2017)
- House Flipping 201: Scope of Work (12/05/2016)
- How Successful Investors Make the Most of a Real Estate IRA [CHECKLIST] (11/18/2016)
- Make Your Property (Manager) Work for You [Infographic] (11/17/2015)
- Real Estate Flipping 201: How to Use Your Self-Directed IRA to Flip Real Estate (10/01/2015)
- Lease-Option Rentals are Increasing in Competitive Real Estate Markets (06/08/2015)
- College Town Rental Properties: What You Need to Know Before You Invest (05/11/2015)
- How a Real Estate IRA Can Grow Your Wealth [Infographic] (03/23/2015)
- Category: Rental Properties and Landlording
- The Importance of Creating an IRA Rental Property Business Plan (09/04/2019)
- 6 Tips for a Smooth Rental Property Turnover (08/01/2019)
- Finding the Best Contractors for Your IRA Properties (05/03/2019)
- Tips for Vetting a Property Manager for Your IRA Rental (03/06/2019)
- Should You Self-Manage Your IRA Rental or Hire a Property Manager? (01/11/2019)
- 8 Tips for Effectively Marketing Your IRA-Owned Rental Property (11/16/2018)
- How to Estimate Your Rental Property Expenses [CHECKLIST] (01/30/2018)
- The Importance of Regular Rental Property Inspections for Landlords or Property Managers [CHECKLIST] (12/21/2017)
- 4 Rental Property Expenses to Expect as a Real Estate Investor [CHECKLIST] (05/19/2017)
- 3 Tips to Hold Your Property Manager Accountable [CHECKLIST] (08/15/2016)
- Landlord Lessons: 3 Surefire Tips to Reduce Vacancy Rates [CHECKLIST] (06/27/2016)
- Landlord Tools Every Real Estate Investor Needs (05/17/2016)
- How to Avoid the Most Common Mistakes as First-Time Landlords (04/22/2016)
- College Town Rental Properties: How to Prepare Your Property in the Off Season (05/25/2015)
- Should I Hire a Property Manager to Manage my IRA Investment Property? (10/29/2014)
- Category: Self-Directed 401K Plans
- Choosing the Best Bank for your Checkbook IRA or Solo 401(k) Plan (12/15/2020)
- 7 Things You Should Know about Solo 401(k) Distributions (12/04/2019)
- Is a Solo 401(k) My Best Self-Directed Plan Option? (06/03/2019)
- 4 Simple Steps to Save for Retirement as a Freelancer (10/02/2018)
- The Right Insurance for Real Estate Investing (09/11/2017)
- Five Questions to Ask Before Setting up a Self-Directed IRA (11/14/2014)
- Category: Self-Directed IRA Plans
- Why You Need Your Retirement Plan in Place Before Investing (08/01/2019)
- Self-Directed IRA LLC Checkup [CHECKLIST] (10/31/2017)
- Are My Funds Eligible for a Self-Directed IRA? [CHECKLIST] (08/22/2017)
- Asset Segregation 101 within a Checkbook IRA LLC – Part 2 (03/30/2015)
- How to Protect Your Assets with a Self-Directed IRA LLC – Part 1 (03/02/2015)
Testimonials
- ~A. Madden - Pittsburgh, Pennsylvania
- ~ D. Mills - Vancouver, Washington
- ~ David H - Ormond Beach, Florida
- ~ Allan E - Bristol, Wisconsin
- ~ Jeff R. – Birmingham, Alabama
- ~ Lance R. – Fulshear, Texas
- ~ Cheryl N. – Lexington, Virginia
- ~ Doug R. - St. Louis, Missouri
- ~ Joshua L. – Eagle River, Alaska
- ~ Todd L. – San Jose, California
- ~ Lief J. – Lakewood, Colorado
- ~ Joe T. – Garland, Texas
- ~ Jeff M. - Corona, California
- ~ Bruce B. - Fishers, Indiana
- ~ Noel G. - Kennebunkport, Maine
- ~ Janet B. - Apache Junction, Arizona
- ~ Scott C. - Spokane, Washington
- ~ Dan D. - Raleigh, North Carolina
- ~ David W. – Plainfield, Wisconsin
- ~ Scott A. – Rapid City, South Dakota
- ~ Bob W. - Huntsville, Alabam
- ~ Anne F. - Monrovia, California
- ~ Jay A. - Austin, Texas
- ~ Karen D. - Brookhaven, New York
- ~ Tim K. - Farmington, New Mexico
- ~ Ralph R., CPA - Flint, Michigan
- ~ James & Christy M - Louisville, Kentucky
- ~ Gary J. - Kent, Washington
- ~ Aubrey C. - Portland, Oregon
- ~ Dave A. - Atlanta, Georgia