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How much to set it up

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Great advice! Helped me out alot and will save me tons of money

Do they have to be accredited investors?

This is so untrue

I wonder if there any NGO Fed Gov contracts in all this?

whats wrong with his nose? counted like 10x contact with nose

Can you convert your IRA or 401k to an annuity?

this is a welth tax

My wife and I have ROTH IRA LLC, which we fund from our ROTH IRAs. However, my wife has another ROTH rolled over from her old company. Can we add it there? We are willing to change the % or ownership.

Good Roth overview and answers to the three questions, but, I have a question on your response to question 2 (multiple conversions in the same year). Your response made it sound like the five-year conversion rule applied to the exact date that a conversion was completed. I was under the impression that all of the conversions during a tax year had the same start date (i.e., January 1st of that tax year). For example, Roth conversions done on April 1st, July 1st and November 1st in 2023, all had January 1, 2023 as the five-year conversion date that applied to all three 2023 Roth conversions. This makes more sense, even for the IRS, given that you do not need to track each conversion date into the future. Thoughts, or did I misunderstand the answer to question two?

Great information. Do a Reel to get this info out.

Is the deal for equity in the company or to do a buy out of the company? Explain how UBIT does or does not come into play? How are IRA and Solo 401k owners becoming aware of such deals? Is there a site to view deals?

Hi Are you looking for a processional RUclips thumbnail designer and video SEO expert?

How much can we max out simple IRA and Regular IRA the same year?

Remember that self-directed custodian costs for me IRA yearly $1499. cost $299 plus $100 a month. MAKE SURE YOU PLAY BIG, not good for some who is not contributing yearly, so, if you open with 6K.. in four years, you've paid in fees. While your 25% in fees...YOUR invest margin ROI in 6% and fees are 25%... I'm not sure how to make sense of this. Maybe I don't have a mindset as an investor... Maybe FLAT fee's is best if you have over 1m?

Since the IRS requires gold to be held with a depository, and many of these depositories do not accept self directed LLC accounts, where do you recommend that IRA Financial customers with SDIRA LLC accounts hold their gold?

Can a Solo401k own and lease a truck without incurring UBIT?

What is auto or equipment lease income considered, passive or active? Subject to UBIT or not?

I am trying to open a business account with a broker for my IRA LLC. No one at your company will answer the phone or call me back. Unable to actually use my account to make any investments thus far. Many brokers seem to not offer accounts for IRA LLC thus; I am trying to open a small business account with interactive brokers but they are asking questions about what goods and services the business provided which isn't applicable to my account. Your customers need to know how to navigate these issues. Very difficult if no one answers the phone. What brokers do u recommend IRA LLC clients work with?

Can a private C Corporation sell shares without full SEC registration?

Hi Adam, I have a Solo 401k check book control with you... You said ira tax free when you sell your gold, this applies to my solo 401k?

Regarding the $460 flat fee for SDIRA/LLC, is there not an additional $299/year after the first year for Annual Compliance Service, bringing the yearly cost to $759?

I want to Close my LLC in due to The high California LLC fee. I have a Solo401k Do i Rollover the SDIRA or Close the SDLLC chechbook control .

Q do I need an administrator for a solo 491 k?

Do you draft customized Operating Agreements? Is providing Registered Agent service part of your IRA LLC package? Cheers

I’m 68 have a LLC SDIRA. I want to gift my 30 year child 6,500 per year who will open her Roth IRA. I will pay the taxes

Interesting. I have small investments in MLPs, mainly because the annual distributions are not taxable, however I believe the passive losses can only be recognized to the extent you have passive gains. Since my investment is small, the losses are not large enough for me to look into further but that seems to be how it is calculated by tax software.

Did omitt any income then yes

So if they crack down, do you think they would be grandfathered or forced to unwind them?

Your videos are sp simple, yet SO impactful.

Can I set up an S Corp to Invest in Real Estate Investment and use my existing Thrift Savings Account, rollover the fund to Solo 401K as initial Investment fund?

I should open a Roth IRA instead of being thirteen

Adam, I love your webinars!

This assumes zero mortgage debt or else you could be subject to UBIT,correct?

A great way to generate tax. Well said. I will continue to defer and invest the tax savings in my brokerage account where I will defer gains, harvest losses, and my heirs will get a step up in basis. I will withdraw and pay tax on my traditional IRA as needed until RMDs. I prefer paying tax slowly over many years with future inflation adjusted dollars taking advantage of the standard deduction and lower tax brackets which are also adjusted for inflation. In addition moving to Florida will avoid state tax.

Very informative. Thanks. Does anyone know what the plan characteristic for the VFIFX Vanguard Target Retirement 2050 Fund is on the 5500 ez? Would it be code 2B?

Very informative. I had a question. Does anyone what plan characteristics apply to the VFIFX Vanguard Target Retirement 2050 Fund for solo 401K?

Roth conversions of old 401k money and IRAs once inside a Solo401k are a good reason to become an Uber driver generating a minimal amount of income. Agree?

Explain how a back door Roth in a Solo 401k is even better than in an IRA. No UBTI in a Solo 401k correct? While investing Roth IRA can create UBTI in certain situations?

Adam I watch your videos so much I feel like I'ma ira pro at this point I can spit everything of the top of my head when explaining it to my co workers and inner circle who ask me about it.... your work isn't going in vain I enjoy being a student even if it's through RUclips much respect coach

We're now in 2024 and they still aren't talking about it! Thanks for keeping us educated on this matter!🙏🏽

But specifically what’s benefit of using 401k I’m confused. Where do you have longer into on this? Thanks!

Which TPA do you recommend?

Superb class! Thank you so much. I will be in touch with a few questions and then hopefully switch over to you folks. You hit on all of the issues I am currently having with my current SDIRA group.

This makes no sense. Then by the same logic if my investment declines in value I should get a tax refund; and eliminate cap gains altogether????

Can you help me set up a Solo 401k for all my real estate LLCs and help me with back door Roth IRAs? Do you offer services for that?

thank you for the great videos ! my accountant said I can put only $15000 for last year I made 154,000 after deduction down to 85,000 ?

They are already taxing TIPS inflation adjustments as if it's realized income.

Great info. I hope you don't mind some constructive criticism. To help focus your listeners on your message, please stop rubbing your legs, be better prepared for your message, and stop repeating yourself.