An in-kind real estate distribution pretty much follows the same process as taking a cash distribution, with some minor differences.
IRA Financial Trust Company is one of the few IRA Custodians in the country that specializes in establishing Self-Directed IRA (SDIRA) with Checkbook Control accounts. These accounts are often known as a Checkbook Control IRA. What is a Self-Directed IRA LLC with Checkbook Control? A Self-Directed IRA LLC is a type of IRA (Individual Retirement […]
A Self-Directed IRA is a type of IRA structure that allows the IRA holder (you) to have more control over your retirement funds. Unknown to some, not all Self-Directed IRAs are the same. The IRS allows you to use your Individual Retirement Account to make traditional investments. This includes stocks, bonds and mutual funds. Fewer […]
Self-Directed Roth IRA A Self-Directed IRA is a type of IRA (individual retirement account) structure that allows the IRA holder (you) to have more control over your retirement funds. A Self-Directed IRA allows you to diversify your investments. In general, traditional IRAs only allow the IRA holder to invest in traditional stocks. These include stocks, […]
Checkbook Control The ability to invest retirement funds in a newly established special purpose entity that the IRA owns 100% of, and is managed by the IRA holder is legal by the Tax Court and IRS (Internal Revenue Service). It has been legal for over 18 years. However, only recently did the Tax Court confirm […]