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 self-directed IRA are a great way to add leverage to that real estate purchase...

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Due Diligence for Residential Investment Properties

Purchasing residential rental properties with self-directed retirement funds is no different than buying rental properties with after-tax dollars in terms of finding the right property for your Self-Directed IRA, IRA Owned LLC, or Solo 401(k) Trust that meets your...

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Setting up a Solo 401(k) Plan

What is a 401(k)? The 401(k) is an employer-sponsored retirement plan under section 401(k) of the Internal Revenue Code. A 401(k) plan allows a worker to save for retirement while deferring income taxes on the saved money and earnings until...

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Investing with Your Self-Directed IRA

Investing Your Self-Directed IRA Funds Once you have your self-directed IRA opened and funded, it’s time to think about investing. The IRS says you can invest your IRA dollars in anything except life insurance contracts and collectibles. Your custodian may...

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Why a Self-Directed IRA? Why Not Something Else?

Thomas' Story What started out as an internet search about self-directed IRA’s has turned into a friendship that pays tremendous dividends. And, has allowed me and my family to feel piece of mind for my planned retirement. I’ve been in the...

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Nancy’s Story: Single Family Homes in Her IRA

Single Family Homes Inside Nancy's Self-Directed IRA It all started back in 2006. I was reading the business section of the newspaper and came across an article about self-directed IRAs. I was intrigued about the concept. And as more time...

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IRS Gets Its Wings Clipped

IRS Gets Its Wings Clipped on Roth IRA’s and “Substance Over Form” Doctrine  The 6th Circuit recently released a case that is good news for taxpayers on several levels.  In Summa Holdings, the Court ruled that a Roth-IRA-owned Corporation to...

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Disaster Recovery: Self-Directed IRAs Provide Social and Financial Returns

This year has been a record hurricane season, with multiple historically strong storms destroying neighborhoods and even entire communities in Florida, Puerto Rico, and Texas. There are several things real estate investors can do to help these communities with...

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Tax Attorney’s Latest Deal in His Roth 401k

  My Roth 401k bought a land contract in late August of 2017. I found the deal because I speak nationwide on taxation of real estate and self-directed IRA’s/401k’s. During one of the breaks, a member of the audience asked...

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How to Become an Accredited Investor

Today’s crowdfunding platforms offer many new opportunities that investors may not have discovered in the past. Unfortunately, most of these deals are available to accredited investors only. Why, and how do you become accredited? The Birth of Crowdfunding  During the Great...

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