Can your IRA go International? Yes, you can invest in real estate and other assets outside of the United States with your self-directed IRA. Many of our clients have expressed interest in diversifying their portfolio by including real estate assets in countries like Panama, Costa Rica and Mexico; just to name a few. There are…
Category: General Self Directed IRA
Oil and Gas for the Self-directed IRA
Many of our clients are looking to include fuel and energy sources in their investing portfolio. We have seen an increase of investing in oil and gas, wind-mills, solar energy and more. For the purpose of this article, I will focus on oil and gas as an investment strategy for the self-directed IRA. As with…
Tools of the Trade with Your Self-Directed IRA: What Every Investor Must Know!
Imagine having the ability to control your retirement dollars with investments you make every day, with an asset base you understand and with tax-deferred or tax-free dollars. There are things every investor must know if they intend to leverage their IRA in order to make intelligent financial decisions and capitalize on building wealth on a…
Using Your Self-Directed IRA to Invest in Mini Storage Facilities
Recently, a client called our office to ask if he could use his self-directed IRA to invest in a mini storage facility. The answer is yes he can! After doing some research, we learned that investing in a mini storage facility either as an equity partner, a private lender who may assist the investor in…
Forward Thinking Strategy For Your Self-Directed IRA
Over the last several weeks, I have shared stories about clients who have used their self-directed IRAs to invest in creative options and accumulate wealth and profit with their retirement funds. This is yet another example of a creative strategy with a self-directed IRA. Les owns a used car lot with a 70 car inventory….
Can Your Child Have a Self-Directed IRA?
Many of our clients use strategies to help their families grow wealth by having them open their own self-directed IRAs. If, for example, your child or grandchild has a job this summer, consider contributing to a ROTH IRA for him or her this year. You can put up to $5,500 in the IRA, but not…
Are You a Candidate for a Self-Directed IRA?
As the business development manager for IRA Innovations, an administrator of self-directed retirement plans, I have met hundreds of people who are interested in learning if they would be successful self- directed IRA investors. I have found that self-directed IRA investors have certain commonalities. Look at the list below and see if these qualities apply…
Creative Investing Options With Your Self-Directed IRA
As we continue to see volatile financial markets, changes in the economy, and conflicting news accounts on investments, investors are getting nervous. Many of our clients invest in the market as a part of their investment strategy along with acquiring non-traditional alternatives such as real estate. Real Estate-related assets including loans, options and actual real…
Factoring and the Self-Directed IRA Investor
Factoring is a transaction in which a business sells accounts receivables or invoices. These represent money that is due from a customer sometime in the future for cash today. Factoring allows a business to convert its receivables into instant cash should it need an emergency capital infusion. Somewhat like a discounted note, the receivable is…
Fraud and the Self-Directed IRA – Proper Due Diligence is Your Best Form of Protection
A lot of information has been published recently regarding Ponzi schemes and fraud. The negative PR has impacted the self-directed IRA industry and investors, at times frightening them into considering a return to traditional stock markets, CDs, or worse; hiding their money under mattresses. Look at the sheer number of people who lost money with…