Making regular contributions to your self-directed Checkbook IRA is a great way to maximize the tax-savings of your plan. While most people focus on the fact that a self-directed IRA allows for a broad range of investment choices such as…
As we begin a new year, we can hopefully look in the rear-view mirror at the bleak reality that the coronavirus pandemic made of 2020. There are still many steps to recovery, but with vaccines now in use, we can…
If you are looking for a hands-off way to invest in commercial real estate with your Checkbook IRA or Solo 401(k), professionally managed funds may be worth evaluating. Private equity real estate funds are designed to help investors diversify into…
In the last half of 2020, the Securities and Exchange Commission implemented two significant changes that will expand access to capital for business and allow a broader array of investors to participate in a variety of private offerings. These changes…
One of the main benefits of a Checkbook IRA or Solo 401(k) plan is that you get to choose the bank where plan funds are held. That bank is where the “checkbook” is held and becomes the operating account from…
When investing in rental property the use of debt-financing can be a valuable tool. An investor who borrows money can multiply the purchasing power of their capital to acquire more properties or properties of higher quality. So long as the…
Real estate debt funds have been gaining in popularity over the last decade. Since the 2008 global financial crisis, these types of funds have found a niche in the lending landscape. For investors with a self-directed IRA or Solo 401(k)…
Investing in multifamily real estate syndications involves research. You need to look at several different aspects of a project before deciding whether it is a good opportunity for your self-directed IRA or Solo 401(k). In our first articles of this…
IRS rules require annual reporting for IRA accounts that include the fair market valuation of the IRA’s holdings. In a conventional IRA invested in stocks, bonds, and mutual funds, the IRA account custodian can simply look up the publicly available…
If you intend to invest your self-directed IRA or Solo 401(k) in multifamily real estate syndications, understanding how to evaluate projects is crucial. In our first article of this series, we discussed performing diligence on a project sponsor. In this…
