Plan Investing

Do I need an LLC for tax lien & deed investing?

Updated Jul 23, 20261 min read

Quick answer

No. Tax lien and deed investing can be executed directly through an IRA Trust or Solo 401(k) trust without an LLC. Whether an LLC makes sense depends on whether your plan ends up holding real property.

For lien-focused investing, a trust is sufficient

If your strategy is to purchase liens for interest and penalty income, and to be paid out at redemption or foreclosure rather than take title, the IRA Trust or Solo 401(k) trust handles the entire process cleanly. You register for auctions, bid, pay, and receive redemption proceeds all through the trust account. No additional entity layer is needed.

When an LLC makes sense

Real property carries liability. If your plan takes title to a property through a tax deed purchase or a lien that proceeds to foreclosure, an LLC provides meaningful protection. Title vests in the LLC, shielding other plan assets from any claim arising from that property. If holding property is a possible outcome of your strategy, form the LLC before that outcome occurs.

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