Ep. 22 - LLC Structures and Strategies for your IRA: How Self-Directed Millionaires Structure Their IRAs
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Ep. 22 - LLC Structures and Strategies for your IRA: How Self-Directed Millionaires Structure Their IRAs
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Summary
Keith Blackborg is a CPA and wealth strategist who helps business owners become "work optional" in three to five years and builds virtual family offices for self-directed millionaires. In this presentation he lays out retirement plan strategies to invest alongside family using discounted rollovers and practical entity structures. He explains account and entity combinations for family members and the types of investments these structures can hold, including rentals, hard-money loans, stocks, bonds, and K-1 income. He also covers tax-focused tactics for managing UBIT and related filing issues, including using a C-corporation UBIT blocker and LLC holding structures to manage ownership and distribution tax impacts.Chapter Markers03:03 Self-Directed IRAs & Solo 401(k) Overview08:12 Traditional vs Roth and Discounted Rollovers Explained18:42 Using IRAs and Roth Accounts for Family Members19:53 Roth Rollovers and Contribution Strategy24:05 Mega Roth 401(k) Strategy
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