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…
Taking Control with Self-Directed Retirement Accounts
Taking the reins of your own financial future, investment performance, lifestyle in retirement, and legacy can be far easier than many realize. Those with existing…
How to Use Self-Directed IRAs to Help Your...
How do IRAs and real estate overlap and complement each other? The level of success that both clients and their real estate advisors will achieve…
Retirement Savings – History & Trends
“The retirement crisis is the largest and most urgent global crisis we face today.” The world’s most respected economists and financial analysts believe the pending…
2nd Fed Rate Hike Suggests Caution
by Guest Contributor Kathy Fettke The Federal Reserve kept its promise and raised interest rates for the 2nd time this year by a quarter point…
PRECIOUS METALS IN YOUR SELF-DIRECTED IRA
Congress created individual retirement accounts to give earners a tax-advantaged way to save for their retirements. The rules encourage account-holders to keep their money in…
What to Expect When You’re Self-Directing ~ Notes
What to Expect When You’re Self-Directing ~ Notes We want the investment process to go as smoothly as possible. Please review this list before…
