How-To 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.
Our clients are investing in private funds, rental real estate, mortgage notes, cryptocurrencies and a host of other alternative asset classes.
In this series of articles, we focus on the nuts and bolts view of how such investments can be initiated and managed within your self-directed retirement plan.
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…
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…
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…
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…
Having your IRA act as a lender and receive interest income can be a great way to diversify and create predictable returns. We’ve written about investing in real estate notes, where the debt is secured by real property. But your…
Investing in mortgages with a self-directed IRA or Solo 401(k) is very popular. There is good reason for this popularity. There is a wide availability of quality note investments that can generate solid returns. Your IRA can invest principal in…
Investing in tax liens and deeds can be a great way to aggressively grow your retirement savings. When done properly, tax-lien investing can produce above-average returns on a consistent basis. Tax liens & tax deeds also have the advantage of…
Property flipping is one of the more popular investment interests for those considering a self-directed IRA or Solo 401(k) retirement plan. Over the last several years, the opportunity to flip houses at a considerable profit has remained strong in many…
Updated 1/25/2019 Owning income-producing real estate in your IRA is a great way to diversify and build wealth. Real estate is a solid asset with value cycles that are largely decoupled from the fluctuations of the stock market. A well-selected…
Rental property is the most popular asset choice for investors with a self-directed IRA or Solo 401(k) plan.Whether you’re looking to invest in a local property and self-manage the project, or to put your IRA capital to work in another…