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…
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…
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 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…
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…
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…
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…
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…
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…
Due Diligence for Residential Investment Properties
Purchasing residential investment 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,…
Setting up a Solo 401(k) Plan
What is a Solo 401(k) Plan? The 401(k) is an employer-sponsored retirement plan under section 401(k) of the Internal Revenue Code. A 401(k) plan allows…
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…
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…
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…
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…
Disaster Recovery: Self-Directed IRAs Provide Social and Financial...
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.…
Roth 401(k) Property Investment
My Roth 401k bought a land contract in late August of 2017. I found the Roth 401(k) property investment opportunity while speaking nationwide on taxation of real estate and self-directed IRA’s/401k’s.…
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…
2018 IRA and 401(k) Contribution Limits
Every year, the IRS announces updated contribution limits and income thresholds for Individual Retirement Accounts, or IRAs. The IRA contribution limit is not changing in…
Single-Family Rental Market Still Hot
Wall Street investors seem to believe the single-family rental market won’t be slowing down any time soon. Two of the nation’s biggest SFR landlords are…
