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…
A self-directed Solo 401(k) puts you in direct control of your plan investments. When you act as trustee for your own 401(k) plan, you get to call all the shots and invest as you best see fit. The trade-off for…
The IRS on November 4th announced updates to IRA and 401(k) contribution limits for the 2022 tax year. While individual IRA limits were not increased, savers with a Solo 401(k) or SEP IRA linked to a business will have the…
Leverage is a powerful way to increase the income performance of investments. Many self-directed plan investors know this and use non-recourse mortgages to acquire income property. Not as many people are aware of the possibilities surrounding refinancing property in an…
Starting at age 72, you may be required to take a minimum distribution from your real estate IRA or Solo 401(k) each year. This concept is referred to as Required Minimum Distributions (RMDs). If your self-directed retirement plan is invested…
The Solo 401(k) is a fantastic retirement plan for self-employed entrepreneurs. Because a Solo 401(k) is designed for an owner-only business, it provides the savings power of a 401(k) in a simple to operate format. With high contribution limits, the…
