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(541) 420 - 6302

1. Order the Free
manual and study it.

2. Return to our
website and check out
the legal and article
links to help in your
own research.

3. Browse the
"strategies" link to get
ideas how this could
work for you.

4. Call us for a free
consultation and price
structure.

Check Book IRA

Links to legal rulings

Legal Rulings of Interest

Additional
Questions?
Call us at
(541) 420 - 6302

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The 4 Steps to
IRA Freedom
and Protection

Swanson vs. The Commissioner

Allowed the IRA holder to establish an entity and be the manager.
The IRS was forced to pay over $50,000 for challenging Mr.Swanson.

A separate provision in the law shields the assets only to the extent
the money is "reasonably necessary for the support of the
debtor and any dependent". In other words the court will decide
what you need and the rest is available to the creditor!

US Supreme Court rules on your IRA and Bankruptcy.

IRS must respect single member LLC's

IRS attorneys caution agents that a single member LLC must be
respected in pursuing an IRS tax lien against a taxpayer.

The state of California basically states that it will decide how much
of your IRA you get to keep in the event you lose a lawsuit and
your creditor is allowed access to your IRA assets.

“an IRA is exempt only to the extent necessary to provide

for the support of the judgment debtor and

his dependents

when the judgment debtor retires, taking into account all

resources that are likely to be

available at the time of

retirement.“

California IRA Statute

Your IRA is allowed to own a Corporation

Your IRA can make a loan to a company owned
less than 50% by the IRA owner.

Make a Loan

Section 408 of IRS code