by CPA | Nov 16, 2017 | Self-directed IRA
Self-Directed IRAs, Checkbook-Control IRAs, and IRA-LLCs are powerful investment vehicles with great tax benefits. For those that qualify, Solo 401K Plans are far better vehicles for retirement account real estate investing. In this post will introduce the...
by CPA | Oct 3, 2017 | Self-directed IRA
Tax Free Real Estate Investing With Self-Directed Retirement Accounts Did you know that you can use a Traditional IRA and Roth IRA to invest in real estate tax free? Do you know the difference between a Traditional IRA and Roth IRA? In this post you’ll get an overview...
by CPA | Dec 8, 2016 | Self-directed IRA
2016 Traditional & Roth IRA Contribution Limits Traditional & Roth IRA Contributions and Catch Up Provisions Plan Name Standard Limit Catch-up Limit (Age 50 and older) Traditional $5,500 $6,500 Roth* $5,500 $6,500 *Modified AGI Limits: 2016 Single: $117,000...
by CPA | Aug 3, 2016 | Self-directed IRA
** This is not an endorsement for any of the companies in the video. This is just for informational purposes for clients that have or want to use debt in a Self-Directed IRA real estate transaction.**
by CPA | Jun 30, 2016 | Rental Real Estate CPA, Self-directed IRA
Many IRA custodians promote themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct your investments into one of their offerings. In other words, in a custodian controlled self directed IRA, you are...
by CPA | Jun 23, 2016 | Self-directed IRA
What is UBIT? Many IRAs make investments that do not incur tax (subject to specific rules). However, some IRAs make investments do incur tax that and Unrelated Business Income Tax (UBIT) is the name for the tax assessed. How do I know if my IRA investments are subject...
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