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Presenting CompleteIRA

Want to learn about self-directed IRAs in a brief, clear, presentation? This presentation covers what you CAN and CAN'T invest in, several examples of investments and strategies, and an overview of the process. After going through this a couple of times you should have a good feel if true self-direction is something you'd like to have.
Start with this overview of a CompleteIRA.

Looking for the best information on the differences between the Roth 401(k) and the Roth IRA? The Solo(k), Roth(k), Uni(k), and various other names are all describing the same animal; a Roth Addendum to a 401(k) plan. This presentation shows you why, if you have a business or are self employed, you should strongly consider these powerful plans as compared to an IRA.
The CompleteIRA Roth 401(k) and IRA Comparison.

Being forced to take distributions is frustrating. Paying a large amount of your distribution in taxes is very frustrating. It turns out that many people with large accounts are saving from 20% to 60%+ on taxes when it comes distribution time. But you have to have the tools in place to do it, and you have to know how to use them. The CompleteIRA team will help you to safely and easily save large amounts of taxes using a proven, straightforward approach that keeps more of your IRA or 401(k) distribution in your pocket. If you have a professional whom you'd like to involve, we are glad to work with them to insure process validity and execution.

analyst girl with glasses

design a solid plan

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Supporting Documents for Self Directed IRAs, IRA owned LLCs, and Real Estate in an IRA

Here is a printable copy of the CompleteIRA timeline and process. Each client is different, and we have seen this process take much less; and much more time. This is designed to help you understand what we do to initially setup your checkbook controlled retirement account LLC.
401k timeline. IRA timeline.

Highlights of the Prohibited Transaction section of publication 590 (IRA code).
This is useful for seeing that real estate is allowed in IRAs; just follow the rules.

Highlights of the Prohibited Transaction section of publication 560 (Qualified Plan code).
This is useful for seeing that real estate is allowed in a 401(k) or any qualified plan; just follow the rules.

Highlights of a memo that mentions Roth IRA owned LLCs.
The memo is about abusive actions. It is useful as it references IRA owned LLCs and has nothing bad to say about them. (Just don't cheat on your taxes.)