When it comes to managing your retirement investments, you’ve likely heard the buzz around Checkbook LLCs. Promising unparalleled control over your Self-Directed IRA, these structures have piqued the interest of savvy investors looking to diversify their portfolios. But with so much conflicting information out there, it’s hard to separate fact from fiction. Let’s dive into …

Imagine waking up with the freedom to make investment decisions at your fingertips. For those with a Checkbook LLC, this dream is a reality. Having direct control over your retirement funds means you can act swiftly on investment opportunities without waiting for custodial approval. Let’s walk through what a typical day might look like for …

If you’ve never heard of Self-Directed Checkbook Control IRAs, it’s easy to dismiss them as something only the wealthy can do. One of those paperwork maneuvers is only available to someone with an army of accountants. But you can invest within a Checkbook Control IRA with more freedom and flexibility than you imagined, getting all …

Tell most investors about a “Checkbook Control” IRA and they might tell you that it sounds complicated. A bit of fancy legal maneuvering exclusively for the rich and powerful. But the truth is, Checkbook Control IRAs can help you protect your assets and invest with flexibility no matter what your investment level might be. After …

Real estate. Precious metals. Money lending. Private equity. Alternative assets galore. There’s a lot you can do with a Checkbook IRA when you self-direct, but it also helps to know what each asset is—and how it might help you in retirement. Even better, it helps to know how to establish a Checkbook IRA so you …

A quick check, a signature, and you’ve done it. You’ve invested in real estate within your retirement account. Maybe these two ideas don’t seem like they should go hand-in-hand—the idea of a checkbook investment from a tax-protected retirement account—but that’s exactly what you can do if you know how to establish a Checkbook IRA for …

You may know that you want an LLC within your Self-Directed IRA. Doing so gives you the possibility of a checkbook within the Self-Directed IRA LLC, which is held within the IRA—giving you the ability to make investments within an IRA from the power of a checkbook. That’s easy enough to gather. But what about …

Ever hear of an “Alternative Investments IRA”? It’s not an IRA account type, like a Roth IRA, but rather a new approach to investing. It generally refers to Self-Directed IRAs in which you place your retirement money in alternative investments—those investments that aren’t typically offered through traditional brokers. Alternative investments like real estate and precious …

Retirement investing? You might not think of an LLC as the first thing that comes to mind. For many, the typical route to retirement success is stocks and bonds. But using a Checkbook LLC—an arrangement in which the LLC inside your IRA makes it easy to make retirement investments with a checkbook—can be a game-changer. …

When it comes to planning for retirement, most investors rely on a mix of traditional assets like stocks, bonds, and mutual funds. While these options can provide steady growth over time, they might not always be enough to achieve the retirement lifestyle you envision. What many people overlook are alternative investments — such as real …

When it comes to planning for retirement, one size does not fit all. While many people stick to the conventional path of investing in stocks, bonds, and mutual funds, others are exploring ways to diversify and take more control of their retirement accounts. One of the most powerful tools for doing just that is checkbook …

When it comes to retirement planning, investors often find themselves at a crossroads: should they actively manage their retirement accounts or adopt a “set it and forget it” approach? Both strategies have their merits, and the right choice largely depends on your individual financial goals, risk tolerance, and investment style. This guide will explore the …