How to Title Investments in a Self-Directed Account

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Learn the critical aspects of titling your investments correctly using your Self-Directed IRA, HSA, Coverdell Savings Account, or Solo 401(k). Understanding the correct way to initiate investment documents is not just important-it's mission-critical to ensure compliance and avoid potential pitfalls. Whether you're investing in real estate, privately held companies, or debt instruments, this video covers it all.
🔹 What You'll Learn:
The importance of proper investment titling and the risks of getting it wrong.
Step-by-step guidelines for titling investments in real estate, private companies, and more.
Specific titling instructions for traditional IRAs, Roth IRAs, HSAs, Coverdell Saving Account, and solo 401(k)s.
How to handle investments in partnership situations.
The correct tax ID number to use for your investment documentation.
Plus, practical examples and tips to ensure you get it right the first time.
Don't miss out on this opportunity to learn from John Bowens, an expert at Equity Trust, and avoid common mistakes that could impact your investment success. Perfect for beginners and seasoned investors alike who use self-directed accounts for their investment strategies.
👉 Stay Connected:
For more insights and updates, subscribe to our channel. Make sure to follow us on social media to stay ahead in your investment journey.
Don't Have A Self-Directed Account Yet?
Learn more about the power of a Self-Directed IRA with Equity Trust: eqtytrst.co/self-directed-ira
#SelfDirectedIRA #InvestmentTips #EquityTrust #RetirementPlanning #AlternativeInvestments #RealEstateInvesting #PrivateEquity #FinancialEducation
0:00 Intro
2:40 Signing purchase agreement
3:43 How to title the agreement if you are using your Traditional IRA
4:17 How to title the agreement if you are using Roth IRA, CESA, HSA
4:33 What if you're partnering your IRA?
6:30 How to title the agreement if you are using an Inherited IRA
7:45 How to title the agreement if you are using a Solo 401(k)
10:35 What Tax ID Number should you be using when you are initiating investments with an IRA?
13:03 What address and contact information you should put when filling out documentation regarding subscription agreements and stock purchase agreements

Опубликовано:

10 июл 2024

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Комментарии : 4

@user-tu1zy6ze9f 3 месяца назад

On the Solo 401k can the last FBO be the account number for anonymity

@equitytrustcompany 3 месяца назад

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.

@GregWolfe Месяц назад

When you actually *sign* a document on behalf of the IRA (alluded to at ~ 2:50), how EXACTLY do you sign? Eg: (1) Do you add ", trustee" or similar to indicate that your personal signature is as the trustee of the listed Equity Trust account?, (2) of do you instead add ", custodian". (3) And if you have multiple representations of your name (eg. nicknames, middle names, all sorts of variations in some cultures) which one do you use? Do you match exactly the one used for your Equity Trust account?

@equitytrustcompany Месяц назад

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”.