Real estate syndications have been a rapidly growing investment class in the last several years and are very popular with self-directed retirement plan investors. The concept of pooling investors to purchase a large property isn’t new. But until recently access…
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…
If you’ve been studying self-directed retirement plans, you’ve likely stumbled on the fact that a Solo 401(k) plan is widely considered to be the best available program. With a self-directed Solo 401(k), you have the best of both worlds in…
Investing in real estate requires working with contractors and tradespeople. Having the best possible contractors on your team is a real key to success. Whether you need to fully rehab a newly acquired property or just have a little work…
A lot of investors learn about the potential of investing in real estate with a self-directed IRA, and immediately gravitate toward property flipping. There’s good reason for this, as a well-executed flip can be a very profitable venture and a…
NOTE: Passage of the SECURE Act in 2019 renders this strategy obsolete. With the new law, one can establish a Solo 401(k) up until the date of the tax-filing deadline of the sponsoring employer, including extensions. This plan can then…
Using a professional property manager can be a great way to maintain a rental property portfolio in your self-directed IRA or 401(k) plan. Staying hands-off is critical for IRA investors, considering the IRS rules against self-dealing that prohibit sweat equity.…
Investing in crowdfunded ventures can be a great way to put your self-directed retirement plan to work. As we discussed in prior articles on the topic, these opportunities have many benefits — including the ability to invest with smaller amounts…
Investing in real estate can be expensive. For many investors who want to diversify their retirement savings into assets such as rental property, access to capital can be a barrier. We’re often asked whether it’s possible to combine IRA and…
