Transferring Non-Cash Assets

  Requirements for Transfer of Real Estate/Non-Cash Assets from Another Custodian   In order to effect a transfer of Real Estate/Non-Cash Assets from an existing IRA account, the following must be completed, by the account holder: The Steps: Asset ID Form completed and...

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Financial Tactics on Amazon Prime

  A few months ago,uDirect IRA Services participated on a panel of experts.  It's the 7th Annual Financial Tactics Brunch and it's a live educational event to discuss the details of tax reform and its impact on real estate investors. The...

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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 process.  Self-Directed rules differ from the rules of investing with personal funds (non-qualified funds)...

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Inflation and Real Estate Risks

Higher prices for just about everything are raising new concerns about inflation. There are plenty of trends to monitor when it comes to assessing economic risks, but inflation is one of the most important. Changes to the upside could...

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The Mazzei Roth IRA Case – An End to Magical Schemes

  In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse.  The case will put the kibosh to a great many “IRA Stuffing” schemes – of which I have seen...

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Commercial Real Estate Investing – Expenses Part II

We will be finishing up the topic of TIMMUR expenses in this posting. Last time we discussed the first 3 of the 6 major expense categories that make up the Operating Expenses.  This week I’ll teach you about the...

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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 expenses, but what you may not be aware of is how these expenses can affect the value of your commercial property unlike...

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GOP New Tax Rules Full of Boo-Boos

The GOP’s rush to get the tax code rewritten has apparently lead to a lot of unintended mistakes. Experts say they expected a few issues with such a massive piece of legislation, but they say there are an unusually...

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New Year, New Rules – Investing Your SDIRA

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 in anything except life insurance contracts and collectibles. Keep in mind the rules about prohibited...

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What the New Tax Laws Mean for IRAs

Overall, the new tax laws leave IRA savings alone Bullets we dodged: Initially there were concerns about what was called "Rothification” which is the idea of eliminating tax deductions and deferrals for retirement savings and instead mandating after-tax contributions with a...

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