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Confirm lease is current and tenant is not a disqualified person.
Policy must name Lord Farquaad SDIRA LLC as insured. Pay from Titan Bank.
Casalon HOA — pay from Titan Bank. Watch for special assessments.
OC Treasurer — two installments (Dec 10, Apr 10). Pay from Titan Bank.
Submit FMV to Horizon Trust by their deadline. Value feeds RMD calculation.
Horizon Trust annual fee — typically invoiced Q1. One of the few permissible personal payments.
Use FMV + all IRA balances. RMD may need to come from liquid IRAs if property is illiquid.
Annual self-audit: no personal use, no family use, all transactions arm's length.
Lord Farquaad SDIRA LLC — WA SOS annual report. Dissolution = catastrophic for SDIRA.
Titan Bank — confirm all rent in, all expenses out, no personal fund mixing.