Why Removing Money from Your IRA is the...
Should You Break the Piggybank? When you lose your job or have unexpected bills, your finances are negatively impacted. Looking at the funds you saved…
Does a Roth Conversion Make Sense?
Does a Roth Conversion Make Sense for you? Imagine having a retirement account where the proceeds are entirely tax-free! You can “convert” funds from…
IRA Prohibited Transactions
You have a Self-Directed IRA, but do you know the rules? Some of these rules are referred to as IRA Prohibited Transactions. While the IRS…
How the CARES Act Impacts Your Retirement Account
The CARES Act Retirement passed recently, and as a result, there are some changes to your retirement account to be aware of: RMD – Required…
Covid-19 and Rent Collection
Did the tenants in your IRA-Owned property pay rent this month? Nearly a third of U.S. apartment renters didn’t pay any of their April rent…
2019 Contribution Extension
Does the IRS now give me more time to contribute money to my IRA for 2019? Yes. Contributions can be made to your IRA, for…
Save More in 2020!
NEW CONTRIBUTION LIMITS ANNOUNCED The Internal Revenue Service announced that employees in 401(k) plans can contribute up to $19,500 next year starting in 2020. This…
How to Profit From The Next Recession
by Guest Contributor, Professional Investor David Campbell, founder of Hassle-Free Cashflow Investing As a professional investor with over a billion dollars of transactional experience, I…
Required Minimum Distributions
When you have a pre-tax retirement account (like a Traditional IRA, SEP IRA or 401(k)) the time will come when you will need to begin…
Passive Real Estate Investing
So you want to be a passive real estate investor? Congratulations! 90% of the world’s millionaires do this to create wealth. Problem is you have…
How To Invest in Notes in Your IRA
Promissory Notes, both secured and unsecured, have become very popular with account holders as an investment option for their IRA. Investing in Promissory Notes can…
How can an Entrepreneur Benefit from a Self-Directed...
Being an entrepreneur has its challenges and it also has its rewards. It was in September that Richard first came up with the idea for…
Good News for Retirement Savers in 2019
2019 Means More Savings in Retirement Accounts Recently the Treasury Department announced inflation-adjusted figures for retirement account savings for 2019, and its good news for…
How To Determine If You Are an Accredited...
How do you become accredited? Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. However only accredited investors…
Transferring Nonmonetary Assets
Requirements for Transferring Real Estate and Nonmonetary Assets from Another Custodian In order to affect a transfer of Real Estate/ Nonmonetary Assets from…
What to Expect When You’re Self-Directing: Notes
We want your Note investment process to go as smoothly as possible. Before you get started, call us so we can walk you through the…
The Mazzei Roth IRA Case – An End...
In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse. The case will put…
Commercial Real Estate Investing – Expenses Part I
This article teaches you about the different expenses you’ll have with your commercial properties. They are common commercial real estate costs, but what you may…
Self-Directed IRA Rules
Investing with Your Self-Directed IRA Once you have your new self-directed IRA opened and funded, it’s time to invest. You can invest your IRA dollars…
Non-Recourse Loans for your IRA
Taking loans for your IRA assets? If your IRA borrows money, it must be in the form of a non-recourse loan. Non-Recourse Loans for your…
