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Thanks for your feedback! If you have any specific concerns or need more information, we're here to help.

You're welcome, happy to help!

Thank you for your detailed questions and connecting with us. Equity Trust has assembled a proprietary Crypto investing system for IRA type accounts. With security being of the utmost importance, we would not feel comfortable answering specific questions in an open forum such as this, but certainly invite you to reach out to us directly through our website www.trustetc.com/blog/how-self-directed-cryptocurrency-works/.

Thanks for the question, this was a private deal, not a deal that was part of a syndication. The client found the property and self-directed on their own.

Investor A and Investor B are NOT considered disqualified persons to one another. They created a joint venture and agreed that the net proceeds would be split 50%/50%. In other words, it was a negotiated agreement.

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.

this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

Just research the name Angela Lynn Schilling. You’d find necessary details to work with a correspondence to set up an appointment.

I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

Hello, thank you for the question. I believe you are referring to an FSA (Flex Savings Account), an HSA works differently. An HSA you can transfer to another custodian and continue to maintain year over year, growing tax-free.

That would be the FSA , dental, eye care etc.

Thank you for the feedback! Check out our TikTok for more investment videos ➡www.tiktok.com/@equity_trust

Get started here: eqtytrst.co/consultation or you can call 888-594-7844

Hello Greg, thank you for the question, the client has to sign documents on behalf of the IRA, the titling of the IRA should be below the line and the client can sign their personal name and their role would be “account owner”.

Hello, the best approach to understanding the steps to withdrawing funds from any IRA would be to contact your account administrator.

No, you can't live in a home owned by your IRA, even if it's an ex-spouse's residence. IRA rules prohibit any personal use of the property by the IRA owner or disqualified persons, which includes spouses, ex-spouses, and other immediate family members.

Hello, check out this link: www.usmoneyreserve.com/precious-metals-ira/ira-rmd-calculator/

Hello, thank you for reaching out, unfortunately we can not give any tax, legal or investment advice, please consult with your tax attorney or financial professional.

Yes, if your IRA sells a property, it can be subject to depreciation recapture, similar to an individual. This means the portion of the gain attributed to depreciation deductions taken in prior years would be taxed at the recapture rate.

Agreed 👍💯👍

Yes, Roth accounts are subject to Unrelated Business Income Tax (UBIT) if they generate income from unrelated business activities or certain investments.

The attorney fees for preparing a note and mortgage document in a transaction involving a self-directed IRA should be paid directly from the IRA. Paying these fees personally could violate IRS rules and potentially lead to penalties.

@@equitytrustcompany Thanks for the clarification....

For a Solo 401(k), the FBO typically names the account holder, not just an account number, for clear ID. Check with your custodian for privacy options.

Hello, thanks for the interest, you can learn about our fee schedule here: eqtytrst.co/3xkxdQ5

Yes, for a traditional IRA, any profits or earnings you make from investments are tax-deferred, meaning you don't pay taxes on the gains each year. However, when you withdraw the money after age 59.5, the withdrawals, including both your initial contributions and the investment earnings, are taxed as ordinary income.

Business tax isn't usually based on the number of transactions but on income, profits, and specific tax laws. Tax obligations can start with the first sale for sales tax, while income taxes depend on the business's earnings. We suggest consulting with a tax expert.

Unfortunately, this is a grey area and facts and circumstances should be reviewed by your legal counsel.

Hello, To use an IRA-owned house as your retirement home, you must distribute it from your IRA, paying taxes on its value. Post-distribution, it can be sold to anyone, including with a standard loan. Transactions with "disqualified persons" are restricted, but cousins, uncles, and in-laws are not directly disqualified. Your LLC may buy it if the deal doesn't breach prohibited transaction rules. Consulting a tax advisor for such transactions is advisable.

Yes, married couples can exclude up to $500k in home sale gains from taxes, singles $250k, per IRS rules. IRA gains are tax-deferred until withdrawal.

Yes, a self-directed IRA can invest in creative real estate deals such as "subject to" agreements or mortgage wraps. However, it's important to understand the rules and regulations governing these transactions within an IRA to ensure compliance with IRS guidelines. Consulting with a financial advisor is recommended to navigate these complex transactions effectively.

@@equitytrustcompany Thanks for responding Is this something you would consult on or would I need a financial advisor ? I know how to do the deals I just need to know they are done in compliance

As a directed custodian, we cannot provide investment advice. You would need to consult with a financial professional.

Hello, speak with an IRA counselor here: info.trustetc.com/consult