2020 may be an opportune time for many investors to consider a Roth conversion. In our first article of this series we discussed how a dip in income, and a corresponding dip in tax rate can reduce the tax cost…
A little known but potentially quite profitable lending niche is referred to as transactional funding. For investors with a Checkbook IRA or Solo 401(k) and the right network, this strategy can be very lucrative. The concept of transactional funding is…
Many investors are considering a Roth conversion in 2020. In our first article of this series we discussed the opportunity this year may present for those who might have a dip in income, and a corresponding dip in their tax…
Having a 401(k) with your current employer is a good thing. A 401(k) or similar employer sponsored retirement plan is a great vehicle for accumulating tax-sheltered retirement savings. If your employer offers a match or profit-sharing component, that is essentially…
The Coronavirus pandemic is a big fat pile of lemons that life threw at us. Who’s ready for some lemonade? For all the negatives associated with COVID-19 and corresponding economic shutdowns, the positive is that for many investors there is…
The economic impact of the Coronavirus pandemic and resulting social distancing measures taken to protect lives and slow the spread of the disease have been catastrophic for small businesses across the country. There is no doubt on that point. Even…
Investing in real estate is a great way to diversify your tax-sheltered retirement savings. Most real estate opportunities provide a very different asset profile from conventional investments that can help you to build a more resilient portfolio. Real estate is…
A self-directed Solo 401(k) provides a great amount of flexibility when it comes to investing your retirement savings. As part of designing your plan to best suit your investing goals, it pays to give consideration to the structuring of financial…
As a response to the expanding COVID-19 pandemic and the significant impact it is having on our economy, congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in late March. Within this wide-ranging law, there are several changes…
When investors establish a self-directed IRA LLC, they are primarily focused on the ability to invest in non-traditional assets such as real estate, trust deeds and the like. Many folks are not aware that a Checkbook IRA can hold conventional…
