Self Directed Ira Fees | Check Book IRA - PowerPoint PPT Presentation

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Self Directed Ira Fees | Check Book IRA

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I met Steve Sheppherd on a golf course in 2010. We talked about his company CheckBook IRA and the idea of a self directed IRA fees. I was sold immediately. I had my entire IRA in the stock market but never really felt comfortable there. Visit Us : – PowerPoint PPT presentation

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Title: Self Directed Ira Fees | Check Book IRA


1
Combine most all of your IRAs or other retirement
accounts into one Self-Directed CheckBook
account. Reduce paperwork, stress and IRA fees.
2
With the exception of life insurance,
collectibles and a few family members, you may
invest in anything and with anyone. No longer are
you stuck with only what the Custodian offers.
3
In an earlier post entitled IRS Filing
Requirements for a CheckBook IRA LLC, I explained
why a single-member IRA LLC or an LLC with one
IRA as the owner was not required to file a
Federal Tax return (assuming the LLC did not
incur any Unrelated Business Taxable Income).
4
Its nice not to have a custodian or an Ira
Trustee. you are the plan administrator, so there
is no requirement for a trustee. You just have to
have an account at a bank. You are the plan
administrator, so you make all the reporting but
theres really no reporting to be done.
5
Its nice not to have a custodian or an Ira
Trustee. In a 401(k), you are the plan
administrator, so there is no requirement for a
trustee. You just have to have an account at a
bank. You are the plan administrator, so you make
all the reporting but theres really no
reporting to be done.
6
Phone
800-482-2760
915 SW Rimrock Way, Ste 201, Redmond, OR 97756
Address
Fax
866.302.5992
Website
https//www.checkbookira.com
7
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