November 21, 2025
Protecting your retirement dollars by doing your homework Investing in physical precious metals—such as gold, silver, and platinum—can be a smart way to diversify your portfolio, especially inside a self-directed retirement account. But the value of your investment ultimately depends on the integrity of the dealer you choose. A recent…
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April 26, 2018
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 process. Self-Directed rules differ from…
April 25, 2018
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 risks, but inflation is one…
March 22, 2018
In the Mazzei Roth IRA Case the Tax Court took a major step in the direction of curtailing SDIRA abuse. The case will put the kibosh to a great…
March 15, 2018
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 categories that make up the…
March 14, 2018
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 not be aware of is…
March 5, 2018
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 with such a massive piece…
January 5, 2018
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 in anything except life insurance…
December 21, 2017
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 of eliminating tax deductions and…
December 14, 2017
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…
December 12, 2017
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, IRA Owned LLC, or Solo…
December 4, 2017
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 a worker to save for…
November 30, 2017
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…
