A common question for someone considering the formation of a Checkbook IRA LLC is: “What is the best state to form the LLC in?” It’s a good question, and one that merits some consideration before putting a plan in place…
Have you heard about the real estate strategy referred to as BRRRR? The acronym is for Buy, Rehab, Rent, Refinance, Repeat. Utilizing this method is a great way to accelerate the buildup of equity in a rental property portfolio. The…
The 2019 year-end domestic appropriations bill included the Setting Every Community Up for retirement Enhancement Act (SECURE ACT). The SECURE act contains several substantive changes to IRA and 401(k) based retirement plans. While the law makes changes in a range…
As part of the 2019 year-end domestic appropriations bill, a significant package of rule changes for IRA and 401(k) based retirement plans known as the Setting Every Community Up for retirement Enhancement Act (SECURE ACT) was included. This act passed…
The benefit of owning a self-directed Solo 401(k) is to leverage the tax-sheltered savings structure of the plan to create wealth for our golden years. When those retirement years arrive, we have the opportunity to draw down some of that…
Most of us think about IRA and 401(k) retirement plans as being completely tax-sheltered. So many investors are shocked when they learn that this isn’t entirely true. Some types of investments made within an IRA can create a tax liability…
Investing in startups can be a way to create explosive capital growth for your self-directed IRA. If you can get in on the ground floor of a new business that makes it to the next level, the potential financial rewards…
In Part 1 of this series, we introduced some of the basic concepts behind investing in a multi-family real estate syndication with your IRA. Since most of these projects use debt-financing in addition to investor capital, this generates exposure to…
Multi-family real estate syndications have been one of the hottest asset classes for savvy IRA investors for the last several years. Participating as a limited partner in a professionally-run real estate project that is larger in scale provides many benefits.…
At Safeguard, we often hear the question, “Can my IRA purchase a property today that I can then use personally in the future?” Yes, this can be done. But does it make sense? Below we take a deeper look at…
