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Limited Liability Company Structures And Self Directed Iras

People who use self directed IRAs can use the Limited Liability Company structure with their investments

. This means that the account holder is accountable for his investments, not a custodian. The account holder manages his transactions by himself.

Reducing fees is always a major component of why you would want to do a transaction by yourself. All the profits from the LLC also receive the same IRA tax deduction treatment. A self directed IRA gives the account holder the chance to invest the way they want to.

Limited liability companies are also commonly referred to as companies with limited liability. That means they are business enterprises that use elements of partnership businesses as well as corporate structures. It is legal to use these types of companies.

The Swanson v. Commissioner case is what brought Self directed IRAs in to the lime light with LLC strategies. In 1996 the case granted investors the rights to pass profits that they receive through the LLC. That meant they could do the same for IRA investments and still receive tax favorable treatment.


A lot of people feel that there was not validity with the case Swanson v. Commissioner. Some people do not feel comfortable with the checkbook control system. Checkbook control type systems usually only have account holders with authority.

This makes it hard for anyone else to have signing authority for the LLC. People who want custodians usually do not agree with this method. Self directed 401 plans also don't use an LLC because the code mandates that a custodian does not need to be used.

A Limited Liability Company is a business entity. Contrary to similar characteristics, LLC is not known as a corporation. It is actually known for being an unincorporated association.

It is often mistaken as a corporation because of the limited liability it has. However, it also shares a pass-through income taxation that is shared with partnership businesses. These are the reasons why they work as a combination between partnership and corporate businesses.

by: John Coktostin
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