The great thing about a checkbook IRA is that it puts you in direct control of all investment transactions. This is accomplished with a two-layered structure involving an IRA with a specialty “self-directed” IRA custodian that then invests into a…
A Solo 401(k) is a fantastic way for small business owners to save for retirement. With high contribution limits typically ten times those of an IRA, both tax-deferred and Roth savings features, and even the ability to borrow from the…
Investing in real estate is a great way to diversify your tax-sheltered retirement savings. Real estate is not subject to the same types of news-driven volatility as stocks and provides income both through cash flow and the potential for appreciation. …
On January 1, 2024 a new federal requirement called the Corporate Transparency Act (CTA) becomes effective. Most new and existing businesses will be required to file a Beneficial Owner Information Report (BOI report) with the Financial Crimes Enforcement Network. FinCEN…
Investing in startups can be a way to create explosive capital growth for your self-directed IRA. If you can get in on the ground floor of a new business that makes it to the next level, the potential financial rewards…
Investing in real estate outside of the United States is entirely possible with a self-directed IRA. For some investors, this can be a smart way to diversify their retirement savings and tap into a specific network or the experience they…
Investors who establish a self-directed IRA LLC are primarily focused on the ability to invest in non-traditional assets such as real estate, trust deeds, and the like. But what if you want to invest in conventional financial products like stocks,…
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.…
A Solo 401(k) is a fantastic retirement plan for self-employed individuals. With high contribution limits, both tax-deferred and Roth savings, and full control over investment choices, it provides one of the best ways to prepare for your golden years. There…
In a recent article we discussed the critical layer of asset protection afforded by the Checkbook IRA LLC structure. While it is great that the LLC entity in this plan format shields the IRA and the IRA account holder from…
