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.
Self-directed IRAs are becoming more widely known throughout the retirement planning crowd. In fact, their use has grown by 21% over the past few years and that number is expected to continue to rise as more individuals discover the power these plans provide. The checkbook IRA offers … Read More
Self-directed retirement plans are growing more popular as individuals discover they can choose their own investments and manage their own retirement plans. Doing so allows a great amount of freedom to invest in things you know and understand. This eliminates the third party broker who makes those … Read More
A checkbook IRA is a retirement plan structure that allows account owners to write checks directly from their retirement funds, providing immediate access to capital to easily and quickly acquire desired investments. Why use a checkbook IRA? Checkbook IRAs come in handy when investors are interested … Read More
In October the IRS released the contribution limits for 2016—such as they are because not much changed. Why? The cost-of-living index did not meet the requirements needed for a change in limits, meaning that inflation this year was low. (Sigh.) Knowing what the contribution limits are … Read More
Self-directed IRAs are becoming well known and are widely used by investors seeking greater control of their own retirement funds and investing decisions. However, this account structure has actually been in place since 1974—the year IRAs were created. One reason self-direction goes largely unrecognized by the average … Read More
Also known as an individual(k) or solo 401(k) plan, this retirement account is designed for small businesses where the only employees are the business owners and/or their spouses. Examples for qualifying businesses could be sole proprietorships, partnerships, LLCs, and corporations, so long as you do not have … Read More
Energy. We need it. We use it. It’s certainly not going away. In fact, according to a report published in 2013 by the Energy Information Administration (EIA), energy consumption across the globe is on the rise and is demand is expected to increase by 56 percent between … Read More
Forming a limited liability company (LLC) with your self-directed IRA is just another example of how these retirement accounts give owners greater control over their own investment funds and decisions. Also known as a single-member LLC, the checkbook IRA account structure can be beneficial as account owners have immediate access … Read More
Many people have great success purchasing real estate in self-directed IRAs. Real estate is the most popular asset in these accounts as the potential gains can be somewhat greater than traditional bonds or mutual funds, and the right investment is considered a bit safer than betting on … Read More
There is plenty of good news for many retirement and other savings plan holders regarding 2015 contribution limits. While traditional and Roth IRAs contributions remain the same as 2014, other plans see an increase in limits—and every little bit counts! Below is a basic recap of … Read More