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…
A Checkbook IRA is a great tool for unlocking your retirement plan and taking control of your investments. Whether deployed as an IRA LLC or IRA Trust, the point of the structure is to give you as the IRA account…
When you operate a Solo 401(k) plan that is truly self-directed, you act as the plan administrator. In that role, it is your responsibility to manage IRS filings, including Form 5500-EZ, Annual Return of a One-Participant Retirement Plan. With a…
Many of the most stable and best performing types of real estate investment opportunities pose a problem. They are expensive. While apartments, medical office complexes, and industrial facilities can all produce consistent and above average returns, most investors do not…
Here at Safeguard Advisors, we have been helping individuals use self-directed IRA and Solo 401(k) plans to invest in Bitcoin and other cryptocurrencies since 2015. One of the key benefits of a self-directed retirement plan is the ability to invest…
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…
