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…
What Is a 1099 & 5498?
Did you get a 1099 or 5498 form in the mail? Here is a brief explanation of what 1099 and 5498 tax forms are. The…
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…
Be Self-Reliant by Self-Directing
Retirement is a reality that most all Americans will face as few people work until they die. However only around 30% of people believe they…
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…
“Checkbook LLC” arrangement blows up. Real estate entrepreneur...
Quick Synopsis An engineer from Phoenix made a living doing “Phase I” and similar types of environmental impact reports for purchasers of commercial properties. When…
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…
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…
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…
