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Jason Craig, President

Jason Craig, President
A 22-year veteran of the financial services industry, with 10 of them in the self-directed IRA space, Jason Craig directs IRAR Trust Company operations and sales teams. Client accounts and revenue tripled under Jason’s watch while he previously served as president and chief operating officer of The Entrust Group. Earlier in his career, he managed more than $200 million in deposits for the Walnut Creek, California Greater Bay Bank. A member of the Forbes Finance Council, his thought leadership has been highlighted in interviews with the Wall Street Journal, Forbes, Rismedia, and Relator.com, among others.

Website: https://www.iraresources.com/

Email: info@iraresources.com

Author's Posts

COVID-19 Loans, Distributions, or Withdrawals From Self Directed IRAs

by Jason Craig, President on (June 20, 2020)

The COVID-19 pandemic is challenging each one of us in different ways— some harder than others.  Many have started working remotely, or wear masks whenever they leave the house.  Many have been laid off, furloughed, or need to take care of a loved one who may have contracted the virus, or maybe became sick themselves.  We have all been affected.

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Topics: Self Directed IRA Rules, Transfers & Rollovers, Distributions (RMD)

How to Rollover Your Old 401(k) to Invest in Real Estate

by Jason Craig, President on (April 14, 2020)

If you have changed jobs or retired and have left savings in a former employer's retirement plan (e.g. 401(k), 403(b), governmental 457 (b)), you can move these funds to a self-directed IRA and invest in real estate without loss or penalty. Real estate investments in self-directed IRAs grow tax-deferred or tax-free until withdrawal. This means that when your property generates income or is sold, these profits are not taxed at the time because they go back to the IRA. It is not until you start taking distributions at retirement that the income will be taxed, depending on the type of plan you have.

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Topics: Transfers & Rollovers, Real Estate IRA

2018 – 2019 SEP IRA Contribution Limits and Rules

by Jason Craig, President on (May 2, 2019)

If you’re self-employed, you may be wondering what options you have to save for retirement. The good news is that there are several different retirement accounts, depending on your needs. Figuring out the best option for you and your retirement goals can be the challenge— but we are here to help.

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Topics: Self Directed IRA Rules, Contributions

Real Estate IRA Investors: This Blog Will Save You Major Bank

by Jason Craig, President on (December 20, 2018)

Searching for a real estate IRA custodian that doesn’t break the bank? It helps to know what you’re looking for.

The things that cost real estate investors the most don’t always matter as much to the average person with a self directed IRA. If all you do is read the “getting started” guides you find on every custodian’s website, you might not even know the right things to ask (until it’s too late).

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Topics: Self Directed IRA Rules, Real Estate IRA

Partnering Your Self-Directed IRA: Using Someone Else’s Money to Invest in Real Estate

by Jason Craig, President on (March 9, 2018)

So, you want to invest in real estate with your IRA, but don’t have enough money to buy the property outright. Does that mean you’re stuck investing in stock? No! Lucky for you, there are plenty of other options for determined investors. Today we’re going to cover one of the most common: partnering your IRA funds.

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Topics: Real Estate IRA, Funding Methods

Inherited IRAs: Beneficiary Rules for Self-Directed Investors

by Jason Craig, President on (December 27, 2017)

With the end of the year approaching, it’s easy to sit around wondering where the year went. It seems like the year just flew by! But don’t get stuck in the past while you should be getting ready and focused for what next year will bring— and what lies ahead. One important way to start the new year off right is by making sure your IRA beneficiary information is up-to-date. There are so many reasons this choice is important and there’s a lot to consider, but we’re here to help you make an informed choice.

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Topics: Self Directed IRA Rules, Beneficiary IRAs

Self-Directed SIMPLE IRA: 2018 – 2019 Contribution Limits and Rules

by Jason Craig, President on (December 20, 2017)

If you’re a small business owner, you’re likely looking at retirement plan options for you and your employees. Traditional 401(k)s and other plans are often expensive and complicated, not exactly meeting the needs of smaller companies. The number of options can be overwhelming and picking the right plan is a lot of work, leaving you wondering if you made the right choice for your employees.

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Topics: Self Directed IRA Rules, Contributions

2018 – 2019 Traditional and Roth IRA Contribution Limits and Rules

by Jason Craig, President on (November 28, 2017)

Traditional and Roth IRAs are the most popular types self-directed accounts held at IRA Resources. Generally, our clients bring their existing retirement savings (either through a rollover from an old 401(k) plan or transferring existing IRA funds) from a large institution like Fidelity, Schwab, or Wells Fargo, since investing in alternative assets such as real estate is generally not allowed with these establishments. The investments then grow tax-free or tax-deferred (depending on the account in which account they are held), providing a variety of options most investment providers can’t meet. 

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Topics: Self Directed IRA Rules, Contributions

Purchasing Investment Property with an IRA - Direct Purchase Strategy [GUIDE]

by Jason Craig, President on (October 20, 2017)

Investing in real estate with your IRA might seem complicated the first time you do it, but at IRA Resources, we make it easy. We'll be with you every step of the way, to assist and explain the process in plain English. We work with your agent, attorney, title company, and other parties to make sure nothing falls through the cracks. With more than 21 years of experience in the self-directed retirement industry, we have seen it all and know what to expect. But, before you start actively looking for an income property, you need to do your research and determine the right investment strategy for you. 

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Topics: Real Estate IRA

Self-Directed Real Estate IRAs and Taxes: The Basics of UBIT and UDFI

by Jason Craig, President on (August 23, 2017)

While assets are still in your self-directed IRA, you generally don’t have to pay taxes on the income. But, in certain situations, you do. This happens when the IRA owns property has been leveraged or is an operating business. The two phrases you’ll need to know about this are Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI).

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Topics: Private Placements/LLCs, Real Estate IRA, IRA & Taxes

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