Fulcrum Self-Directed: Better Options for Your Retirment Savings

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LLCs

Interested in investing into an LLC with others?  As an example, you may want desperately to get into an investment that will require $400,000, but your plan only has $100,000.  Provided IRS and DOL Prohibited Transactions regulations (e.g., self-dealing, investing with disqualified individuals) are not violated, your self-directed IRA 0r 401(k) can certainly invest in a multi-member LLC.LLC

Limited Liability Companies (LLCs)

The self-directed investor may have opportunities to invest into a single or multi-member LLC.  This is a permissible asset that your self-directed plan can invest into.  For example, what if you want to have your self-directed IRA or 401(k) invest as a single member into an LLC.  For an IRA, this may be executed through what is commonly referred to as an IRA LLC where the LLC is the investment arm of the IRA and the IRA invests its assets into the membership of the LLC.

Multi-Member LLCs

With a multi-member LLC, an IRA, IRA LLC or 401(k) or 401(k) LLC may invest funds into the LLC as a participating member and not necessarily the manager.  As an example, there may be an LLC that is purchasing real estate and may have several members investing into the multi-member LLC for the purposes of purchasing real estate.  This can be either an attractive and, quite possibly, necessary investment option for the self-directed plan, especially if the self-directed does not have sufficient resources to fund the investment on its own.

As a reminder, investments into LLCs are permissible provided the transaction does not violate IRS and DOL Prohibited Transaction regulations.

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About John Park

John

As co-founder of Fulcrum Self-Directed, John Park believes in the power of self-directed plans tempered by the individual responsibility to operate the plan in compliance with IRS and DOL regulations. As such, Fulcrum Self-Directed is in a unique position to assist a client in establishing an IRS compliance self-directed plan, while guiding clients with their responsibility to operate and administer their plan.

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