Individual Retirement Plan: Limit Risk with Alternate Investing

Monday, May 16

In 2014, the U.S. topped the list of global real estate investment destinations, with net investments of $324 billion, having 16% year-over-year growth, as mentioned in Cushman & Wakefield’s annual report. It is a clear indicator of a stabilizing U.S. real estate market, offering an excellent...


Small Business Solo 401 k: Annual Filing Deadline

Thursday, May 05

The Solo 401k plan is created to give small business owners a low-cost and flexible way to set up a retirement saving with tax benefits. To qualify for the plan, small business owners only need to have a self-employed business activity without any full-time employee except for the owner and their...


Warning: Investing in Real Estate with a Self-Directed IRA

Friday, April 15

I just had a consultation with someone who has the following story. Classic example of a prohibited transaction. Sometimes I hear arguments against “checkbook control” that custodian is there to protect your IRA and prevent a prohibited transaction. Well, the truth is: custodian will not protect ...


How to Find Genuine Homeowners for Seller Financing?

Monday, April 11

“A bank is a place that will lend you money if you can prove that you don’t need it.” ~ Bob HopeThe past couple of years have witnessed stringency in the U.S. lending space, and getting necessary financing for real estate investment has become increasing challenging. If you are a sophisticated in...


Solo 401(k) Infographic: A Realtor-Friendly Retirement Plan

Wednesday, April 06

Real estate is one of the most tried and tested recipes of generating sustainable wealth. What is even better is the tax shelter it offers, especially for high-income individuals.Working with real estate investors as our primary clientele, we hear some terrific investment strategies. One of our c...


Five Reasons Why Small Businesses Should Establish Retirement Plans

Thursday, March 24

"You can be young without money, but you can't be old without it." ~ Tennessee WilliamsBeing an average American adult, employed or self-employed, you may have heard about the American retirement crisis. If you didn't for some reasons, according to the National Institute On Retirement Security's...