Delivering Measurable Results

K. A. Lindow, CPA, P.C. CPA Firm, Phoenix, AZ.

Investor Control

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Tax Calendar

Self-Directed 401K or IRA Investor Control

Personal Funds Available for Investing Regular IRA or 401K Funds Available for Investing Roth IRA or 401K Funds Available for Investing
Personal Assets IRA or 401K AssetsOwned: 100% by IRA or 401K Client Roth IRA or 401K AssetsOwned: 100% by Roth IRA or 401K Client
Personal Investments, LLC IRA or 401K Investing, LLC Roth IRA or 401K Investing, LLC

Arizona LLC

Owned: 100% by Investor

Arizona LLC

Owned: 100% by IRA or 401K Managed by IRA or 401K Owner

Arizona LLC

Owned: 100% by Roth IRA or 401K Managed by IRA or 401K Owner

Combined Investment (Possible)
Profit Sharing between Members


Tax Due Dates