2020 may be an opportune time for many investors to consider a Roth conversion. In our first article of this series we discussed how a dip in income, and a corresponding dip in tax rate can reduce the tax cost…
A little known but potentially quite profitable lending niche is referred to as transactional funding. For investors with a Checkbook IRA or Solo 401(k) and the right network, this strategy can be very lucrative. The concept of transactional funding is…
Many investors are considering a Roth conversion in 2020. In our first article of this series we discussed the opportunity this year may present for those who might have a dip in income, and a corresponding dip in their tax…
The Coronavirus pandemic is a big fat pile of lemons that life threw at us. Who’s ready for some lemonade? For all the negatives associated with COVID-19 and corresponding economic shutdowns, the positive is that for many investors there is…
The economic impact of the Coronavirus pandemic and resulting social distancing measures taken to protect lives and slow the spread of the disease have been catastrophic for small businesses across the country. There is no doubt on that point. Even…
As a response to the expanding COVID-19 pandemic and the significant impact it is having on our economy, congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in late March. Within this wide-ranging law, there are several changes…
There are many different types of loans you can make with a self-directed IRA or Solo 401(k). Lending to developers or their contracted purchaser for new home development is a popular option. Many developers prefer to work with private lenders…
There is a certain geographic footprint that comes with a Checkbook IRA LLC program. The IRA-owned LLC entity is formed in a specific state, after all. If you move after setting up this type of program, you may need to…
A common question for someone considering the formation of a Checkbook IRA LLC is: “What is the best state to form the LLC in?” It’s a good question, and one that merits some consideration before putting a plan in place…
Have you heard about the real estate strategy referred to as BRRRR? The acronym is for Buy, Rehab, Rent, Refinance, Repeat. Utilizing this method is a great way to accelerate the buildup of equity in a rental property portfolio. The…
