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 …

Want to invest with more range, flexibility, and freedom than you ever dreamed—and still do it within a retirement account? It doesn’t sound possible to many. Yet if you open a Self-Directed IRA LLC, the checkbook of that LLC can revert to your hands, which gives you a lot of power to handle retirement investments …

When you see a phrase as long as “Checkbook Self-Directed Roth IRA LLC,” it’s tempting to think the idea behind it is too complicated to manage. That it’s something for other people to think about—people with armies of accountants working for them. Yet it can be far more straightforward to open Checkbook Control within an …

An LLC…within an IRA…which you use to hold checkbook control over a retirement account? It sounds like a lot of paperwork. It sounds like a lot of complicated maneuvering. But you’d be surprised. When you zoom out and work with someone who can help you, the steps to opening a Self-Directed IRA LLC—which gives you …

Retirement planning is like a choose-your-own-adventure story: there are multiple paths. You don’t have to be beholden to one retirement planner’s idea about how to stock away money. But if you turn the page on one key idea—the “Checkbook Self-Directed IRA”—you’ll see how many possibilities there truly are. In fact, this approach to investing is …

For most people, a retirement account is something like a piggy bank. They want it to be simple, to occasionally drop in a few coins, and hope that it adds up over time. But maybe you’re not like most people. Maybe you want to exercise a little more control in your retirement account—and you’re interested …

When you break it down, it doesn’t seem very complicated. If you can Self-Directed your IRA, that IRA can invest in private companies. One private company you might invest in is an LLC—for the purposes of giving you a checkbook. This checkbook control then reverts to you, the IRA holder, which means you can potentially …

Smart investors are always looking for innovative ways to optimize their returns. But even some savvy investors may not know that with a Self-Directed IRA LLC, the possibility of “checkbook control” can change everything. By owning a Self-Directed IRA, you open up the possibility of investing in all sorts of alternative asset classes like real …

Opening a Checkbook Self-Directed IRA is a potentially powerful move if you want more control and flexibility in retirement investing. This unique strategy allows you to actively manage your retirement funds, giving you the power to make investment decisions tailored to your financial goals. But how do you open one? Let’s walk through the essential …