Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
The Setting Every Community Up for Retirement Enhancement act, also known as the SECURE Act, passed in December 2019. The new law is designed to help more Americans save for retirement. But, of course, detractors don’t agree with everything the final law imposes, such as the elimination … Read More
If you’re on the brink of making a decision to open a self-directed IRA—read on to find out how investing in rental properties and rehabs has the potential to produce significant income for your retirement. If you have knowledge in the industry, that’s a plus. But, even … Read More
The housing market looks pretty solid right now. Inventory is low and consumers are challenged with rising home costs. If you’re interested in investment property, now may be the time to make the move. Two of the most common assets are rentals and renovation projects (or both!). … Read More
Planning to help your child pay for college is a major undertaking. College is not cheap, but you don’t want your children saddled with student loan debt, either. A 529 plan helps offset that costly burden. But did you know there is an alternative to 529 college … Read More
Stock market volatility is often a worry for many investors, despite the fact that we are told to buckle up and ride the highs and lows for the long haul. But, if your IRA is heavily invested in stocks, it can be hard to protect your retirement … Read More
Is your hesitation to use a self-directed IRA due to not knowing what to invest in or where to start? Real estate offers many options, but if you’re new to self-direction, you can still get stuck trying to pick an investment. Maybe you simply don’t know where … Read More
It’s that time of year again. Fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan. These valuations must be assessed by end of the income tax reporting year. You’re not allowed to perform them yourself—a qualified, independent third party must … Read More
If you are searching for options to help finance your child’s college education, Advanta IRA has a potential solution to help your child avoid student loan debt. We are referring to self-directed education savings accounts, which allow you to choose the assets for the plan based on … Read More
April 15th is going to be upon us before we know it. So, it’s time to start preparing your taxes and strategizing with your income tax professional. One item at the top of your to-do list should be about 2019 contribution limits to your retirement plans. Depending … Read More
The disparity in the amount of retirement savings women accumulate compared to men is vast according to experts. Some of this can be attributed to the fact that women as a whole tend to earn less than men who are employed in the same positions. But that … Read More