Diligence Series
Self-directed IRA and 401(k) plans present a wide array of investment choices, allowing for full diversification of your tax-sheltered retirement savings.
When you take full control of your retirement plan, it becomes your responsibility to ensure that the investments you choose are as safe as possible, and will produce returns beneficial to the growth of your retirement savings.
In this series of articles, we discuss some of the methods you may use to vet investment opportunities and investment providers.
Using your Self-Directed IRA or Solo 401(k) to make short-term loans to property flippers can be a great way to grow your retirement savings. This popular form of investing is well suited to individual investors using a self-directed retirement plan.…
Investors with self-directed IRA and Solo 401(k) plans are always looking for ways to put their tax-sheltered savings to work that can produce better than average returns. Investing in notes is a popular choice. When done well, note investing can…
Every investment comes with risks. Usually, the higher those risks are, the higher the potential yield. Real estate notes offer an advantage over many other types of investments in that they’re secured by a lien on the property in…
Many investors with a self-directed IRA or Solo 401(k) choose to invest in tax liens and tax deeds. When done right, tax lien investing can be a great way to achieve diversification within your retirement plan and produce above average…
The beauty of a self-directed IRA or Solo 401(k) is that you can invest in a wide array of opportunities. By being able to invest in what you know and understand, you can have greater control over the outcomes. The…
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 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…
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…
Real estate syndications are a very popular choice for investors with self-directed IRA and Solo 401(k) plans. There are many reasons that syndications are well suited to retirement plan investing, as they are passive in nature, provide diversification, and do…
There are many different types of loans you can make with a self-directed IRA or Solo 401(k). Lending to developers or their contracted purchaser for new home development is a popular option. Many developers prefer to work with private lenders…