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- Are My Funds Eligible for a Self-Directed IRA or 401(k)?
- Business Funding IRA Qualification
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- IRA Rollover & Transfer of Funds
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- Prohibited Transactions
- Roth Solo 401(k)
- Salary and Retirement Savings
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- The Exclusive Benefit Rule
- UBIT Blocker Strategy
- UBTI - Tax on Business Activities
- Using Leverage: Non-Recourse Mortgages
- Vendor Resources
- What is a Business Funding IRA / ROBS Plan?
- What Is A Limited Liability Company?
- What is a Self-Directed IRA?
- What is Checkbook Control?
- What is UDFI? Tax on Debt-Financed Investments
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- Self-Directed IRA Long-Term Contribution Tips
- Self-Directed Retirement Plan Guide
- Services, Plans, Investments
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- Solo 401k
- Start the Year off Right – With a Plan
- Terms and Conditions of Use
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Posts
401K Business Funding
- 10 Reasons Funding your Business with Retirement Funds may be your Best Option
- 3 Ways to Fund your Business with Retirement Savings
- 3 Ways to Use Retirement Funds to Rescue Your Business
- Business Funding IRA: The Over 50 Entrepreneur’s Secret Weapon
- Funding a Real Estate Development Company with IRA or 401(k) Money
- Funding Your Business With a 401(k): The Benefits and Risks [CHECKLIST]
- How to Start or Grow a Business Debt-Free
- Which Self-Directed Retirement Plan is Best for Me? Part I
- Which Self-Directed Retirement Plan is Best for Me? Part II [CHECKLIST]
Cryptocurrency
Diligence Series
- 3-Steps to Evaluate Investments for IRS Compliance
- 5 Questions to Ask Before Investing in a Real Estate Note
- 5 Ways to Practice Due Diligence for Short-Term IRA Loans to Flippers
- Are Unsecured Notes Worth the Risk?
- Diligence Series: Construction Loans
- How to Evaluate Crowdfund Investments for Your IRA
- How to Practice Due Diligence with Real Estate Note Investments
- Real Estate Due Diligence
- Syndication Diligence: Evaluating a Project
- Syndication Diligence: Evaluating a Sponsor
- Syndication Diligence: Fees and Sponsor Compensation
- Tax Lien & Deed Due Diligence
- Turnkey Diligence: Evaluating a Turnkey Provider
How To Series
- 5 Things to Know About Buying an IRA Rental Property With Mortgage Financing
- 9 Things to Know About IRA Contributions
- How to Buy a Rental Property with Your Retirement Plan
- How to Efficiently Manage a Rental Property as a Long-Distance Landlord
- How to Invest In Cryptocurrency With a Self-Directed IRA
- How To Invest in Mortgage Notes with Your IRA
- How to Invest in Tax Liens & Deeds with Your Plan
- How to Lend to Businesses with Your IRA
- How to Move a Checkbook IRA to New Custodian
- How To Series: Checkbook IRA Valuation
- How To: Preparing Your Solo 401(k) Statement
- How-To Series: Flipping Houses in your Self-Directed IRA
- Roth Conversions in a Self-Directed IRA
- Roth Conversions in a Self-Directed Solo 401(k)
- Solo 401(k) Bank Account Structure – Tips & Tricks
Industry News and Economic Trends
- 2017 Real Estate Investor Forecast
- Announcing Concierge Bank Opening with Solera National Bank
- Assessing the Banking Landscape for Self-Directed Investors
- Beneficial Owner Reporting and your IRA LLC
- Best States to Buy an IRA Property in 2018
- Congress Proposes Rules That Will Impact IRA Plans
- Coronavirus CARES Act Impact on IRA & 401(k) Plans
- COVID-19 Driven Real Estate Trends for 2021
- How the SECURE Act Impacts Self-Directed IRAs
- How the SECURE Act Impacts Self-Directed Solo 401(k)s
- How to Choose the Best Market for Your Real Estate Investment
- Is 2020 the Year for a Roth IRA Conversion?
- New Construction Trends Every Real Estate Investor Should Know
- Safeguard Adds Solera Bank as Custodian Partner
- Safeguard Advisors Joins Solera National Bank
- SEC Expands Access to Crowdfunding and Private Placements
- Secure 2.0 Legislation – Big Changes for Retirement Plans (1 of 2)
- Secure 2.0 Legislation – Big Changes for Retirement Plans (2 of 2)
- Should Employer Plans Offer Cryptocurrency?
- Take Control of your Properties with the Centriq App
- The 10 Best Markets for IRA Investment Properties in 2015
- Top 5 Self-Directed IRA Investment Choices in 2021
- Top Home Flipping Markets for 2016
- Why Flip Lending is a Great Option in 2021
- Why Your Self-Directed IRA Matters in the 2016 Real-Estate Market
IRS Rules and Compliance
- 10 Tips About Solo 401(k) Contributions
- 2022 Updates to Retirement Plan Contribution Limits
- 2023 Updates to Retirement Plan Contribution Limits
- 3-Steps to Evaluate Investments for IRS Compliance
- 5 Things You Need to Know About Your Inherited IRA
- 6 Prohibited Transactions to Avoid with Self-Directed IRAs [CHECKLIST]
- 7 Frequently Asked Questions About Self-Directed IRA Distributions
- 9 Things to Know About IRA Contributions
- Allowable and Prohibited Investments for Your Self-Directed IRA
- Beneficial Owner Reporting and your IRA LLC
- Can I Borrow from my Solo 401(k) Plan?
- Can I Partner with my IRA?
- Can There Be Taxes on My IRA or 401(k) Investments?
- Congress Proposes Rules That Will Impact IRA Plans
- Coronavirus CARES Act Impact on IRA & 401(k) Plans
- How the SECURE Act Impacts Self-Directed IRAs
- How the SECURE Act Impacts Self-Directed Solo 401(k)s
- IRA Mortgages – A Path to Maximizing Returns
- Required Minimum Distributions (RMDs) & Your Retirement Plan
- Required Minimum Distributions After the SECURE & CARES Acts
- Secure 2.0 Legislation – Big Changes for Retirement Plans (1 of 2)
- Secure 2.0 Legislation – Big Changes for Retirement Plans (2 of 2)
- Self-Directed IRA Rules Every Investor Should Know [Infographic]
- Solo 401(k) + Multiple Businesses = Control Group
- Steering Clear of Prohibited Transactions in a Self-Directed IRA [CHECKLIST]
- Tax Time IRA & Solo 401(k) Contribution Tips
- Tips to Effectively Manage Required Minimum Distributions
- What Happens to Your Solo 401(k) if Your Business Hires Employees?
- Will Your IRA Real Estate Investment Create UBTI?
Plan Administration
- 7 Common Questions About 5500-EZ Filings
- 7 Frequently Asked Questions About Self-Directed IRA Distributions
- 9 Things to Know About IRA Beneficiaries
- 9 Things to Know About Solo 401(k) Beneficiaries
- Beneficial Owner Reporting and your IRA LLC
- Do You Need a CPA for Your Self-Directed IRA?
- Funding Your New Solo 401(k) with Last Year’s Money
- How to Move a Checkbook IRA to New Custodian
- How To Series: Checkbook IRA Valuation
- Including Your Spouse in Your Solo 401(k) Plan
- Integrating a Stock Portfolio with Your Self-Directed IRA
- Is Distributing IRA Assets to Yourself a Good Idea?
- Multiple Employer 401(k) Plans
- Real Estate IRA and Required Minimum Distributions
- Required Minimum Distributions (RMDs) & Your Retirement Plan
- Required Minimum Distributions After the SECURE & CARES Acts
- Resolve to Protect Your Financial Data
- Rollover A Solo 401(k) to a Checkbook IRA
- Solo 401(k) Bank Account Structure – Tips & Tricks
- Solo 401(k) Checkup [CHECKLIST]
- Tax Time IRA & Solo 401(k) Contribution Tips
- Tips to Effectively Manage Required Minimum Distributions
- Understanding Roles in a Checkbook IRA
- Understanding Roles in a Solo 401(k)
- What Happens if I Move After Setting up an IRA LLC?
- What Happens to Your Solo 401(k) if Your Business Hires Employees?
- What is the Best State for My IRA LLC?
- When to Open Your Solo 401(k) to Maximize Tax Benefits
- Who Can be a Registered Agent for an IRA LLC
- Who Should I Name as my Beneficiary for my Self-Directed IRA?
Property Flipping
- 6 Steps to a Successful Flip with a Self-Directed IRA [CHECKLIST]
- Flip to the Top: 3 Approaches to Flipping Real Estate [Infographic]
- Funding a Real Estate Development Company with IRA or 401(k) Money
- How-To Series: Flipping Houses in your Self-Directed IRA
- Hybrid Flips: A Pathway to IRA Profits
- IRA Flipping Machine – Using a UBIT Blocker
- Real Estate 201: Flipping Property with Your Self-Directed IRA [CHECKLIST]
- Real Estate Flipping 201: Be the Bank – Lend with a Self-Directed Plan
- Real Estate Flipping 201: The Hybrid Flip Approach Buy/Fix/Rent… then Sell
- Top Home Flipping Markets for 2016
- Why Flip Lending is a Great Option in 2021
- Will Your IRA Real Estate Investment Create UBTI?
Real Estate Investing
- 10 Things to Know About Non-Recourse Loans
- 2017 Real Estate Investor Forecast
- 5 Questions to Ask Before Investing in a Real Estate Note
- 5 Strategies for Refinancing an IRA Rental Property
- 5 Things to Know About Buying an IRA Rental Property With Mortgage Financing
- 5 Tips for Buying Foreclosed Property with Your Self-Directed IRA [CHECKLIST]
- 5 Ways to Practice Due Diligence for Short-Term IRA Loans to Flippers
- 5 Ways Your Client Can Benefit from IRA Real Estate
- 6 Steps to a Successful Flip with a Self-Directed IRA [CHECKLIST]
- 7 Reasons to Invest in Real Estate Syndications
- Can my IRA Plan Purchase Foreign Real Estate?
- College Town Rental Properties: What You Need to Know Before You Invest
- COVID-19 Driven Real Estate Trends for 2021
- Does Flipping Make Sense for Your Self-Directed IRA?
- Flip to the Top: 3 Approaches to Flipping Real Estate [Infographic]
- Funding a Real Estate Development Company with IRA or 401(k) Money
- Grow your Real Estate IRA with the BRRRR Strategy
- House Flipping 201: Scope of Work
- How a Real Estate IRA Can Grow Your Wealth [Infographic]
- How Successful Investors Make the Most of a Real Estate IRA [CHECKLIST]
- How to Choose the Best Market for Your Real Estate Investment
- How to Efficiently Manage a Rental Property as a Long-Distance Landlord
- How to Practice Due Diligence with Real Estate Note Investments
- How-To Series: Flipping Houses in your Self-Directed IRA
- Hybrid Flips: A Pathway to IRA Profits
- Investing in Private Equity Real Estate Funds With Your Self-Directed IRA
- IRA Flipping Machine – Using a UBIT Blocker
- IRA Investments in Real Estate Partnerships
- IRA Real Estate Strategies for 2017
- Lease-Option Rentals are Increasing in Competitive Real Estate Markets
- Make Your Property (Manager) Work for You [Infographic]
- Real Estate 201: Flipping Property with Your Self-Directed IRA [CHECKLIST]
- Real Estate Due Diligence
- Real Estate Flipping 201: Be the Bank – Lend with a Self-Directed Plan
- Real Estate Flipping 201: How to Use Your Self-Directed IRA to Flip Real Estate
- Real Estate Flipping 201: The Hybrid Flip Approach Buy/Fix/Rent… then Sell
- Real Estate Investing with a Self-Directed IRA/401(k)
- Real Estate IRA and Required Minimum Distributions
- Real Estate vs. Stocks—Why Real Estate Wins: Part 1
- Real Estate vs. Stocks—Why Real Estate Wins: Part 2 [CHECKLIST]
- Rental Property in your IRA: Turnkey vs DIY
- Retirement Investing: Stock Market vs. Real Estate [Infographic]
- Syndication Diligence: Evaluating a Project
- Syndication Diligence: Evaluating a Sponsor
- Syndication Diligence: Fees and Sponsor Compensation
- Tax Lien & Deed Due Diligence
- The 10 Best Markets for IRA Investment Properties in 2015
- The Advantages of Renting to Digital Nomads
- The Importance of Tenant Insurance for Investors
- The Right Insurance for Real Estate Investing
- Theory vs. Reality: Why IRA Investors Could Care Less About Loss of Depreciation Write-Offs
- Timberland Investing With a Self-Directed IRA
- Tips for Screening Renters for your IRA Property
- Tips to Diversify Your Real Estate IRA Portfolio
- Top Home Flipping Markets for 2016
- Transactional Lending for Quick Profits in Your IRA
- Turnkey Diligence: Evaluating a Turnkey Provider
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 1
- Understanding UDFI Tax Impact in Multi-Family Real Estate Syndications: Part 2
- Why IRA Real Estate Investors Need Checkbook Control
- Why Your Self-Directed IRA Matters in the 2016 Real-Estate Market
- Will Your IRA Real Estate Investment Create UBTI?
- You Can be a Local Real Estate Expert [CHECKLIST]
Rental Properties and Landlording
- 3 Tips to Hold Your Property Manager Accountable [CHECKLIST]
- 4 Rental Property Expenses to Expect as a Real Estate Investor [CHECKLIST]
- 5 Things to Know About Buying an IRA Rental Property With Mortgage Financing
- 6 Tips for a Smooth Rental Property Turnover
- 8 Tips for Effectively Marketing Your IRA-Owned Rental Property
- College Town Rental Properties: How to Prepare Your Property in the Off Season
- Finding the Best Contractors for Your IRA Properties
- How to Avoid the Most Common Mistakes as First-Time Landlords
- How to Buy a Rental Property with Your Retirement Plan
- How to Efficiently Manage a Rental Property as a Long-Distance Landlord
- How to Estimate Your Rental Property Expenses [CHECKLIST]
- How to Protect Your Assets with a Self-Directed IRA LLC – Part 1
- Investing in Rental Property vs. Notes in a Self-Directed IRA [CHECKLIST]
- Landlord Lessons: 3 Surefire Tips to Reduce Vacancy Rates [CHECKLIST]
- Landlord Tools Every Real Estate Investor Needs
- Lease-Option Rentals are Increasing in Competitive Real Estate Markets
- Make Your Property (Manager) Work for You [Infographic]
- Rental Property in your IRA: Turnkey vs DIY
- Should I Hire a Property Manager to Manage my IRA Investment Property?
- Should You Self-Manage Your IRA Rental or Hire a Property Manager?
- Take Control of your Properties with the Centriq App
- The Advantages of Renting to Digital Nomads
- The Importance of Creating an IRA Rental Property Business Plan
- The Importance of Regular Rental Property Inspections for Landlords or Property Managers [CHECKLIST]
- The Importance of Tenant Insurance for Investors
- The Right Insurance for Real Estate Investing
- Tips for Screening Renters for your IRA Property
- Tips for Vetting a Property Manager for Your IRA Rental
Secure 2.0 Act
Self-Directed 401K Plans
- 10 Tips About Solo 401(k) Contributions
- 2022 Updates to Retirement Plan Contribution Limits
- 2023 Updates to Retirement Plan Contribution Limits
- 3 Ways to Fund your Business with Retirement Savings
- 4 Simple Steps to Save for Retirement as a Freelancer
- 7 Common Questions About 5500-EZ Filings
- 7 Things You Should Know about Solo 401(k) Distributions
- 9 Things to Know About Solo 401(k) Beneficiaries
- A Solo 401(k) Plus an Employer Plan
- Announcing Concierge Bank Opening with Solera National Bank
- Can I Borrow from my Solo 401(k) Plan?
- Choosing the Best Bank for your Checkbook IRA or Solo 401(k) Plan
- Do You Need a CPA for Your Self-Directed IRA?
- Five Questions to Ask Before Setting up a Self-Directed IRA
- Funding Your New Solo 401(k) with Last Year’s Money
- How To: Preparing Your Solo 401(k) Statement
- Including Your Spouse in Your Solo 401(k) Plan
- Is a Solo 401(k) My Best Self-Directed Plan Option?
- Multiple Employer 401(k) Plans
- Real Estate IRA and Required Minimum Distributions
- Required Minimum Distributions After the SECURE & CARES Acts
- Rollover A Solo 401(k) to a Checkbook IRA
- Roth Conversions in a Self-Directed Solo 401(k)
- Solo 401(k) + Multiple Businesses = Control Group
- Solo 401(k) Bank Account Structure – Tips & Tricks
- Solo 401(k) Checkup [CHECKLIST]
- Understanding Roles in a Solo 401(k)
- What Happens to Your Solo 401(k) if Your Business Hires Employees?
- When to Open Your Solo 401(k) to Maximize Tax Benefits
- Which Self-Directed Retirement Plan is Best for Me? Part I
- Which Self-Directed Retirement Plan is Best for Me? Part II [CHECKLIST]
Self-Directed IRA Plans
- 2022 Updates to Retirement Plan Contribution Limits
- 2023 Updates to Retirement Plan Contribution Limits
- 4 Simple Steps to Save for Retirement as a Freelancer
- 5 Things You Need to Know About Your Inherited IRA
- 7 Frequently Asked Questions About Self-Directed IRA Distributions
- 9 Things to Know About IRA Beneficiaries
- 9 Things to Know About IRA Contributions
- Announcing Concierge Bank Opening with Solera National Bank
- Are My Funds Eligible for a Self-Directed IRA? [CHECKLIST]
- Can I Partner with my IRA?
- Choosing the Best Bank for your Checkbook IRA or Solo 401(k) Plan
- College Town Rental Properties: What You Need to Know Before You Invest
- Do You Need a CPA for Your Self-Directed IRA?
- Five Questions to Ask Before Setting up a Self-Directed IRA
- How Successful Investors Make the Most of a Real Estate IRA [CHECKLIST]
- How the SECURE Act Impacts Self-Directed IRAs
- How to Move a Checkbook IRA to New Custodian
- How to Protect Your Assets with a Self-Directed IRA LLC – Part 1
- How to Protect Your Assets with a Self-Directed IRA LLC – Part 2
- How To Series: Checkbook IRA Valuation
- Integrating a Stock Portfolio with Your Self-Directed IRA
- Is 2020 the Year for a Roth IRA Conversion?
- Is Distributing IRA Assets to Yourself a Good Idea?
- Real Estate IRA and Required Minimum Distributions
- Required Minimum Distributions After the SECURE & CARES Acts
- Roth Conversions in a Self-Directed IRA
- Safeguard Adds Solera Bank as Custodian Partner
- Self-Directed IRA LLC Checkup [CHECKLIST]
- Understanding Roles in a Checkbook IRA
- What Happens if I Move After Setting up an IRA LLC?
- What is the Best State for My IRA LLC?
- Which Self-Directed Retirement Plan is Best for Me? Part I
- Which Self-Directed Retirement Plan is Best for Me? Part II [CHECKLIST]
- Who Can be a Registered Agent for an IRA LLC
- Who Should I Name as my Beneficiary for my Self-Directed IRA?
- Why IRA Real Estate Investors Need Checkbook Control
- Why You Need Your Retirement Plan in Place Before Investing
