One of the biggest hurdles facing entrepreneurs who want to start or grow a business is access to capital. For most small business, taking on debt is the only option… if it even is an option. Getting a bank loan…
The Checkbook IRA program commonly uses an IRA-owned LLC entity to provide you as the investor with direct control. An LLC is a state-registered business entity and has certain administrative requirements as a result. One of those requirements is to…
Safeguard Advisors is excited to add Solera National Bank as an IRA custodian partner for our Checkbook IRA programs. We believe Solera’s unique approach to custody services brings significant operational efficiencies that will help us deliver a best-in-class solution for…
A Solo 401(k) is a fantastic tool for growing wealth with tax-sheltered retirement savings. When most people think about a self-directed IRA or 401(k) plan, they concentrate on the investment flexibility. Being able to invest in real estate, private placements,…
Rental property is one of the best assets to protect and grow your retirement savings. The principal of your IRA or 401(k) investment is secured by a real asset. There is the potential for income from adding value, appreciation over…
Smart investing is essentially about maximizing returns while minimizing risk. If you are investing your self-directed IRA or Solo 401(k) into rental property, one of the keys to minimizing risk is quality insurance. As a landlord, your IRA or 401(k)…
Making regular contributions to your self-directed Checkbook IRA is a great way to maximize the tax-savings of your plan. While most people focus on the fact that a self-directed IRA allows for a broad range of investment choices such as…
As we begin a new year, we can hopefully look in the rear-view mirror at the bleak reality that the coronavirus pandemic made of 2020. There are still many steps to recovery, but with vaccines now in use, we can…
If you are looking for a hands-off way to invest in commercial real estate with your Checkbook IRA or Solo 401(k), professionally managed funds may be worth evaluating. Private equity real estate funds are designed to help investors diversify into…
In the last half of 2020, the Securities and Exchange Commission implemented two significant changes that will expand access to capital for business and allow a broader array of investors to participate in a variety of private offerings. These changes…
