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 retirement savers.  Traditional and Roth IRAs see their first contribution limit increase in 5 years! ...

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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 can retire in comfort and some experts think that estimate is generously high. (1) ...

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How to Determine if You are an Accredited Investor

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 can participate. There is no formal certification issued from an agency or institution that confirms you...

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“Checkbook LLC” arrangement blows up. Real estate entrepreneur pays obscene taxes.

 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 the 2008 crash came, his business declined.  He started flipping properties and did quite well...

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Transferring Non-Cash Assets

  Requirements for Transfer of Real Estate/Non-Cash Assets from Another Custodian   In order to effect a transfer of Real Estate/Non-Cash Assets from an existing IRA account, the following must be completed, by the account holder: The Steps: Asset ID Form completed and...

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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 event to discuss the details of tax reform and its impact on real estate investors. The...

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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 process.  Self-Directed rules differ from the rules of investing with personal funds (non-qualified funds)...

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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 risks, but inflation is one of the most important. Changes to the upside could...

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The Mazzei Roth IRA Case – An End to Magical Schemes

  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 many “IRA Stuffing” schemes – of which I have seen...

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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 categories that make up the Operating Expenses.  This week I’ll teach you about the...

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