A Roth IRA. The power of the checkbook. The ability to make retirement investments when you want, where you want—within the rules of course. There are a lot of reasons to consider a Checkbook Roth IRA, but it ultimately comes down to this: do you want more retirement freedom? If so, a Checkbook Roth IRA …

Interested in opening a Self-Directed IRA? Then you probably know that this strategy is a great way to diversify a retirement portfolio beyond stocks, bonds, and mutual funds. There’s nothing wrong with those assets, of course—but maybe you want something more in your retirement account. That’s where Self-Directed Checkbook Control comes in—the ability to make …

What is a Checkbook IRA? It’s a retirement account in which you hold an LLC, allowing the checkbook’s control to revert to you, the owner. And with this style of investing, you’d be amazed at the level of freedom possible. You can invest in the full range of retirement assets—like real estate and precious metals—all …

This is the simplest way to think about these accounts. But let’s back up. What is an LLC within a Self-Directed IRA, and what does it have to do with checkbooks? We explained it at our Checkbook Self-Directed IRA LLC website, but let’s explain further. With a Self-Directed IRA, you can invest in a wide …

Ever read the back of a bottle? “Warning: for best results, use this bottle as directed.” The wise consumer will heed those words for best results. Well, consider this post a form of that. Using a Checkbook Self-Directed Roth IRA LLC can do amazing things for your retirement account. But it won’t really work unless …

It’s a simple formula. Your IRA owns an LLC, which owns a checking account. This puts you, the IRA holder, in control of a checking account. And when you have a Self-Directed IRA—the kind that can own an LLC within it—then you have all sorts of options for legitimate retirement investing within that account. But …

The Self-Directed Solo 401(k) plan might sound complicated. And it can be. But that doesn’t mean that your approach to building your own 401(k) plan has to be complicated. In fact, if you ask and answer some basic questions, you’ll likely find that self-directing your own retirement account can be much easier than you imagined. …

Setting up something like a “Checkbook” Self-Directed IRA LLC can sound complicated. After all, you’re using an LLC within an IRA to establish checkbook control over a retirement account. It has to be a messy tangle of paperwork, doesn’t it? You’d be surprised. In fact, we often break it down into five simple steps—and these …

Want to exercise more freedom within a retirement account? There may be no better option than the Self-Directed Solo 401(k) with checkbook control. This is a powerful style of investing where your 401(k) holds a Single Member LLC. That LLC’s checkbook reverts to your control as owner of the 401(k). And from that checkbook, you …

You might have heard a few things we’ve said about Checkbook Self-Directed IRA LLCs. This arrangement—in which the LLC holds a checkbook, reverting to the control of the IRA holder—means you can write checks and easily make a wide variety of potential retirement investments with ease. But what is the chief benefit of that? If …

A retirement account and a checkbook. To many people, the two phrases might sound like they mix as well as oil and water. If you have a Self-Directed IRA, you know how important it is to separate your personal finances from your retirement investments. But there is one legal, fully-allowed and valid use of a …

A Self-Directed IRA LLC…it sounds like a lot of letters. But although the process of setting one up sounds complicated, you’d be amazed at the simple results it can have for you and your retirement. By setting up an LLC within an IRA, you give yourself “checkbook control,” which means you can have more freedom …