When it comes to IRA inheritance and beneficiary designations, a self-directed IRA is treated the same as any other IRA. Choosing who to name as beneficiaries for your IRA and how to make your designations can be simple or complex,…
Many real estate experts are starting to call the period dating back to late Spring of 2020 as “the great migration”. Shifts in how we work and what we value are changing where we want to live, and thousands of…
Turnkey real estate investing is an appealing option for self-directed IRA investors. The ability to place IRA capital into a rental property that is ready-to-rent makes a lot of sense and aligns well with the needs of busy investors. For…
Investing in Bitcoin and other cryptocurrencies has been one of the most popular options for self-directed IRA investors in 2021. The appeal is obvious. Digital assets have the potential for significant short-term gains in value. Being able to shelter those…
A Solo 401(k) is more than the name might imply. While these plans have been marketed as Solo plans or Individual plans, the more apt description is “owner-only”. What makes the Solo 401(k) special is the simplicity of administration and…
While the weather is just starting to warm towards summer, real estate markets across the country are already hot. Demand for housing, especially larger homes with more room to roam, is far outpacing demand. Home prices have been rising for…
One of the biggest hurdles facing entrepreneurs who want to start or grow a business is access to capital. For most small business, taking on debt is the only option… if it even is an option. Getting a bank loan…
The Checkbook IRA program commonly uses an IRA-owned LLC entity to provide you as the investor with direct control. An LLC is a state-registered business entity and has certain administrative requirements as a result. One of those requirements is to…
Safeguard Advisors is excited to add Solera National Bank as an IRA custodian partner for our Checkbook IRA programs. We believe Solera’s unique approach to custody services brings significant operational efficiencies that will help us deliver a best-in-class solution for…
A Solo 401(k) is a fantastic tool for growing wealth with tax-sheltered retirement savings. When most people think about a self-directed IRA or 401(k) plan, they concentrate on the investment flexibility. Being able to invest in real estate, private placements,…
