Self Directed 401k –Wealth Building with your Retirement Plan
Friday, January 03
Self directed 401k Plan is one of the most viable and practical financial options for your retirement. Reputable and trusted facilitators and plan providers offer more than just the usual retirement plan. Individual 401 k is the Ultimate Retirement Plan because it offers you wealth building o...
Checkbook IRA (aka IRA owned LLC)
Tuesday, July 02
What is a Checkbook IRA?Checkbook IRA is a self-directed IRA on steroids. Let me explain... Many investors are looking for ways to diversify from the stock market into alternative investment sector (real estate, trust deeds, etc). To do so you need a self-directed IRA with a custodian who will al...
Empowering Real Estate Investors with the Solo 401k
Thursday, May 02
Many of our clients are drawn to the investment capability of the Solo 401k. The plan also offers additional advantages that are of particular advantage for real estate investing, such as direct access to funds, loan feature, and tax benefits. The Solo 401k is the the perfect vehicle for real e...
Making Roth Conversions Part of Your Retirement Strategy
Monday, April 22
Diversifying your tax burden is an important part of planning for retirement. Taxes can drain retirement savings quickly, especially if the entire amount is subject to tax. It’s important to diversify tax exposure to have both tax-deferred and tax-free sources of income during retirement. With...
Investing with a Non-recourse Loan and a Checkbook IRA
Wednesday, April 10
The Checkbook IRA and the Solo 401k enable investments in both traditional and non-traditional assets, such as real estate. Plan participants can invest funds into a wide range of real estate opportunities, from foreclosures to rental properties. Many participants prefer to finance their inve...
Converting to Roth Contributions within a 401k
Wednesday, April 03
Effective January 1, 2013, the American Taxpayer Relief Act provides the option for participants to diversify their tax exposure when taking plan distributions. The Act enables 401k plan sponsors to offer participants the option of converting pre-tax contributions to after-tax or Roth contributi...