When you operate a self-directed Solo 401(k) plan, being mindful of the beneficiaries who will inherit your plan is important. Choosing who to name as beneficiaries for your plan and how to make your designations can be simple or complex,…
When your self-directed IRA or Solo 401(k) plan owns investment real estate, you of course want to have insurance to protect your plan from risk. The difference between insurance and the right insurance can be significant, however, so making sure…
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…
Investing in a rental property near your home isn’t always practical. If you live in an area with a high cost of living or a sagging rental market, for example, the opportunities for making a solid real estate investment in…
A self-directed IRA or Solo 401(k) plan that offers checkbook control can have many advantages over a similar plan offered by a 3rd party custodian serving as a processor. When it comes to investing in real estate, the benefits that…
As tax season rolls around each year, we typically get a lot of questions about tax filing requirements and where to find a CPA who can help. The simple answer is that most self-directed IRA and Solo 401(k) investors will…
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…
Each day we speak with dozens of investors looking to put their retirement plan to work in real estate with the aim of producing better results for their financial future. With a self-directed IRA LLC or Solo 401(k) plan, diversifying…
Ringing in the new year inspires us to set goals to improve ourselves. While you may not be able to stick to that new diet past the end of January, you can and should be able to take steps to…
Investing in timberland is a unique opportunity. Investors with a self-directed IRA or Solo 401(k) who are seeking a means to diversify their holdings might find a place in their portfolio for timber holdings. Some of the things that make…
