Common Prohibited Transactions that Trip Up Self-Directed IRA Owners
Thursday, October 30
Common Prohibited Transactions that Trip Up Self-Directed IRA Owners Imagine you’ve done it. You’ve built a successful Self-Directed IRA through sheer hard work, determination, and discipline for saving and investing. You’ve made solid investments, you’ve tracked their progress over time, and soo...
Real Estate vs Stocks in a Self-Directed IRA
Wednesday, August 06
Real Estate vs Stocks in a Self-Directed IRA Some investors love the thrill of the market. Others prefer brick and mortar. And when you’re using a Self-Directed IRA to save for retirement, you don’t have to pick one or the other—but it helps to know what each asset brings to the table. Real estat...
Why More Investors are Using a Self-Directed Roth IRA for Real Estate
Wednesday, August 06
We know, it sounds almost too good to be true. You buy real estate inside a retirement account, let it grow for years, and eventually sell it without paying a cent in taxes on the gains. But that’s exactly what a Self-Directed Roth IRA makes possible. And for investors who want long-term growth w...
Creating Retirement Income Streams with a Self-Directed IRA
Wednesday, August 06
Self-Directed IRAs offer something uniquely powerful: the ability to invest in what you understand best. Real estate, private equity, precious metals, even tax liens? It’s all on the table. But with that freedom comes responsibility. If you’re not careful, a simple misstep can trigger taxes or ev...
How a Solo 401(k) Can Supercharge Your Real Estate Strategy
Wednesday, June 11
Self-employed? Serious about investing in real estate for retirement? Then the Solo 401(k) might be one of the best-kept secrets out there. It combines the flexible aplomb of a Self-Directed IRA with higher contribution limits and even the ability to borrow from your own plan. For real estate inv...
Smart RMD Strategies to Minimize Taxes in Retirement
Wednesday, June 11
IRAs help you build lots of wealth—if you know how to use them. But you do need to think about one potential hitch in the plan: RMDs, or required minimum distributions. These refer to the distributions you have to take from specific retirement accounts in the same year you turn 73. While a Self-D...