Approaching Retirement and Your Self-Directed IRA.

We recently received an email from a client asking about Required Minimum Distributions. This client is approaching the magic number of 70. She read that at age 70 ½, she is required to starting taking distributions out of her Traditional IRA. She asked if there was a way around this, as she doesn’t need the…


IRA Distributions And The New 3.8% Healthcare Tax

Our office has been receiving numerous calls regarding the new 3.8% tax to pay for the Obama Healthcare Law that was recently signed. The primary question is regarding whether you, as the client taking a distribution from your IRA, will be subject to this tax. As you know, IRA Innovations does not provide financial advice….


Self-Directed IRA Investing Outside the U.S.

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…


Hotel Development: A Different Twist for the REAL ESTATE IRA Investor

Did you know that you can invest in hotel development and acquire hotel rooms using your self-directed Real Estate IRA? One of our clients invested in a hotel at the beginning of the construction stage. Our client purchased rooms 1201 and 1503 of a hotel branded with a local name. He opted for rooms in…


Your Self-Directed IRA and Student Housing

Many parents consider buying property in an area where their child attends college. They hold the property for the years their child attends school. They may rent out additional bedrooms to other students to produce income for the property and then hope to sell the property for a greater profit when their child graduates. In…


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…


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….