Sitemap - Safeguard Advisors

TALK TO AN EXPERT Request a Consultation Today! Contact Us

Request a Consultation Today!

Contact Us

Pages

Posts by category

Category: 401K Business Funding
- Investing in Businesses with a Self-Directed IRA (02/26/2018)
- Retirement-Funded Real Estate Development Company (12/01/2017)
- Which Self-Directed Retirement Plan is Best for Me? Part II [CHECKLIST] (06/21/2017)
- Business Funding IRA: The Over 50 Entrepreneur’s Secret Weapon (04/10/2017)
- Funding Your Business With a 401(k): The Benefits and Risks [CHECKLIST] (12/14/2016)
- Which Self-Directed Retirement Plan is Best for Me? Part I (08/04/2014)
Category: Alternative Asset Investment Options
- Integrating a Stock Portfolio with Your Self-Directed IRA (03/27/2020)
- Diligence Series: Construction Loans (03/04/2020)
- Should I Invest my IRA in a Startup? (11/05/2019)
- How to Lend to Businesses with Your IRA (09/01/2019)
- 7 Reasons to Invest in Real Estate Syndications (07/08/2019)
- How To Invest in Mortgage Notes with Your IRA (07/03/2019)
- How to Evaluate Crowdfund Investments for Your IRA (03/01/2019)
- 4 Ways to Go Green With Your IRA (12/03/2018)
- How You Can Diversify Your Self-Directed IRA Portfolio with Precious Metals (08/08/2018)
- Beyond Bitcoin: IRA LLC for Cryptocurrency (01/05/2018)
- Invest your IRA in Bitcoin and Other Cryptocurrencies (10/10/2017)
- Investing in Crowd Funds with a Self-Directed IRA (07/28/2017)
- Investing in Rental Property vs. Notes in a Self-Directed IRA [CHECKLIST] (07/14/2017)
- Real Estate vs. Stocks—Why Real Estate Wins: Part 2 [CHECKLIST] (03/27/2017)
- Investing in Real Estate with Tax Lien Purchases [CHECKLIST] (02/24/2017)
- Think Outside the Stock Market: 5 Alternative Ways to Invest Your IRA [CHECKLIST] (09/20/2016)
- Investing in Non-Performing Notes (09/01/2016)
- 5 Tips for Buying Foreclosed Property with Your Self-Directed IRA [CHECKLIST] (05/23/2016)
- Allowable and Excluded Investments for Your Self-Directed IRA (04/07/2016)
- How to Make a Self-Directed IRA Investment a Success [Infographic] (02/16/2016)
- Tax Liens vs. Foreclosure Investments (01/11/2016)
- Real Estate vs. Stocks—Why Real Estate Wins: Part 1 (12/14/2015)
- Flip to the Top: 3 Approaches to Flipping Real Estate [Infographic] (08/01/2015)
- What do Renters Look for in a Vacation Rental Property? (04/27/2015)
- IRA Mortgages – A Path to Maximizing Returns (02/02/2015)
- Advantages & Disadvantages of Investing in Real Estate Notes (12/16/2014)
- Tips to Diversify Your Real Estate IRA Portfolio (11/25/2014)
- Retirement Investing: Stock Market vs. Real Estate [Infographic] (09/23/2014)
- Top 5 Investments with a Self-Directed IRA (07/08/2014)
Category: Diligence Series
- 4 Ways to Practice Due Diligence for Short-Term IRA Loans to Flippers (09/17/2018)
- How to Practice Due Diligence with Real Estate Note Investments (05/09/2018)
- Real Estate Due Diligence (11/06/2017)
- 5 Questions to Ask Before Investing in a Real Estate Note (06/15/2015)
Category: How To Series
- How to Invest in Tax Liens & Deeds with Your Plan (06/05/2019)
- How-To Series: Flipping Houses in your Self-Directed IRA (01/18/2019)
- 5 Things to Know About Buying an IRA Rental Property With Mortgage Financing (10/16/2018)
- How to Buy a Rental Property with Your Retirement Plan (06/05/2018)
- How to Efficiently Manage a Rental Property as a Long-Distance Landlord (07/06/2015)
Category: Industry News and Economic Trends
- Coronavirus CARES Act Impact on IRA & 401(k) Plans (03/30/2020)
- How the SECURE Act Impacts Self-Directed Solo 401(k)s (01/07/2020)
- How the SECURE Act Impacts Self-Directed IRAs (01/06/2020)
- Best States to Buy an IRA Property in 2018 (09/03/2018)
- New Construction Trends Every Real Estate Investor Should Know (07/03/2018)
- Take Control of your Properties with the Centriq App (02/05/2018)
- 2017 Real Estate Investor Forecast (01/09/2017)
- Top Home Flipping Markets for 2016 (10/01/2016)
- How to Choose the Best Market for Your Real Estate Investment in 2016 (06/15/2016)
- Why Your Self-Directed IRA Matters in the 2016 Real-Estate Market (06/01/2016)
- Top U.S. Markets in Which to Invest in a Vacation Rental Property (04/14/2015)
- The 10 Best Markets for IRA Investment Properties in 2015 (02/16/2015)
Category: IRS Rules and Compliance
- Can There Be Taxes on My IRA or 401(k) Investments? (12/03/2019)
- Can I Partner with my IRA? (02/19/2019)
- 7 Frequently Asked Questions About Self-Directed IRA Distributions (02/11/2019)
- Can I Borrow from my Solo 401(k) Plan? (12/17/2018)
- 5 Things You Need to Know About Your Inherited IRA (11/05/2018)
- What Happens to Your Solo 401(k) if Your Business Hires Employees? (08/22/2018)
- Tax Time IRA & Solo 401(k) Contribution Tips (04/02/2018)
- 6 Prohibited Transactions to Avoid with Self-Directed IRAs [CHECKLIST] (04/28/2017)
- Steering Clear of Prohibited Transactions in a Self-Directed IRA [CHECKLIST] (07/26/2016)
- Tips to Effectively Manage Required Minimum Distributions (11/30/2015)
- Required Minimum Distributions (RMDs) & Your Retirement Plan (11/16/2015)
- Self-Directed IRA Rules Every Investor Should Know [Infographic] (12/31/2014)
Category: Plan Administration
- What Happens if I Move After Setting up an IRA LLC? (03/03/2020)
- What is the Best State for My IRA LLC? (02/05/2020)
- Is Distributing IRA Assets to Yourself a Good Idea? (10/01/2019)
- Funding Your New Solo 401(k) with Last Year’s Money (04/02/2019)
- Solo 401(k) Checkup [CHECKLIST] (11/23/2017)
- Who Should I Name as my Beneficiary for my Self-Directed IRA? (08/18/2014)
Category: Property Flipping
- IRA Flipping Machine – Using a UBIT Blocker (03/07/2018)
- 6 Steps to a Successful Flip with a Self-Directed IRA [CHECKLIST] (09/26/2017)
- Real Estate 201: Flipping Property with Your Self-Directed IRA [CHECKLIST] (10/20/2016)
- Real Estate Flipping 201: Be the Bank – Lend with a Self-Directed Plan (11/01/2015)
- Real Estate Flipping 201: The Hybrid Flip Approach Buy/Fix/Rent… then Sell (10/06/2015)
Category: Real Estate Investing
- Grow your Real Estate IRA with the BRRRR Strategy (02/03/2020)
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 2 (11/01/2019)
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 1 (10/02/2019)
- Can my IRA Plan Purchase Foreign Real Estate? (05/02/2019)
- Does Flipping Make Sense for Your Self-Directed IRA? (04/04/2019)
- Tips for Screening Renters for your IRA Property (07/17/2018)
- Real Estate Investing with a Self-Directed IRA/401(k) (07/12/2018)
- 5 Ways Your Client Can Benefit from IRA Real Estate (06/15/2018)
- You Can be a Local Real Estate Expert [CHECKLIST] (03/28/2018)
- IRA Real Estate Strategies for 2017 (02/01/2017)
- House Flipping 201: Scope of Work (12/05/2016)
- How Successful Investors Make the Most of a Real Estate IRA [CHECKLIST] (11/18/2016)
- Make Your Property (Manager) Work for You [Infographic] (11/17/2015)
- Real Estate Flipping 201: How to Use Your Self-Directed IRA to Flip Real Estate (10/01/2015)
- Lease-Option Rentals are Increasing in Competitive Real Estate Markets (06/08/2015)
- College Town Rental Properties: What You Need to Know Before You Invest (05/11/2015)
- How a Real Estate IRA Can Grow Your Wealth [Infographic] (03/23/2015)
Category: Rental Properties and Landlording
- The Importance of Creating an IRA Rental Property Business Plan (09/04/2019)
- 6 Tips for a Smooth Rental Property Turnover (08/01/2019)
- Finding the Best Contractors for Your IRA Properties (05/03/2019)
- Tips for Vetting a Property Manager for Your IRA Rental (03/06/2019)
- Should You Self-Manage Your IRA Rental or Hire a Property Manager? (01/11/2019)
- 8 Tips for Effectively Marketing Your IRA-Owned Rental Property (11/16/2018)
- How to Estimate Your Rental Property Expenses [CHECKLIST] (01/30/2018)
- The Importance of Regular Rental Property Inspections for Landlords or Property Managers [CHECKLIST] (12/21/2017)
- 4 Rental Property Expenses to Expect as a Real Estate Investor [CHECKLIST] (05/19/2017)
- 3 Tips to Hold Your Property Manager Accountable [CHECKLIST] (08/15/2016)
- Landlord Lessons: 3 Surefire Tips to Reduce Vacancy Rates [CHECKLIST] (06/27/2016)
- Landlord Tools Every Real Estate Investor Needs (05/17/2016)
- How to Avoid the Most Common Mistakes as First-Time Landlords (04/22/2016)
- College Town Rental Properties: How to Prepare Your Property in the Off Season (05/25/2015)
- Should I Hire a Property Manager to Manage my IRA Investment Property? (10/29/2014)
Category: Self-Directed 401K Plans
- 7 Things You Should Know about Solo 401(k) Distributions (12/04/2019)
- Is a Solo 401(k) My Best Self-Directed Plan Option? (06/03/2019)
- 4 Simple Steps to Save for Retirement as a Freelancer (10/02/2018)
- The Right Insurance for Real Estate Investing (09/11/2017)
- Five Questions to Ask Before Setting up a Self-Directed IRA (11/14/2014)
Category: Self-Directed IRA Plans
- Why You Need Your Retirement Plan in Place Before Investing (08/01/2019)
- Self-Directed IRA LLC Checkup [CHECKLIST] (10/31/2017)
- Are My Funds Eligible for a Self-Directed IRA? [CHECKLIST] (08/22/2017)
- Asset Segregation 101 within a Checkbook IRA LLC – Part 2 (03/30/2015)
- How to Protect Your Assets with a Self-Directed IRA LLC – Part 1 (03/02/2015)

Testimonials