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...

Continue reading →

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...

Continue reading →

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...

Continue reading →

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...

Continue reading →

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 2018, but the income limits for Roth IRA contributions and the traditional IRA tax...

Continue reading →

Taking Control of Your Retirement

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 retirement accounts can roll them over into self-directed variations. Individuals just starting out in can...

Continue reading →

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 merging to form one landlord Goliath. The all stock deal is expected to be good...

Continue reading →

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 retirement accounts will find by taking them and rolling them over into self-directed variations. Individuals...

Continue reading →

How to Use Self-Directed IRAs to Help Your Real Estate Clients

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 is becoming increasingly intertwined with the use of self-directed IRAs. Real estate is growing as...

Continue reading →

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 retirement crisis is of paramount importance. So how did we land here? How have retirement...

Continue reading →