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…
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…
Real Estate Investing with a Self-Directed IRA
Many real estate investors use their IRAs as a vehicle to acquire investment property, do private lending, offer lease options and delve into other facets of real estate ownership. They consider their self-directed retirement plans to be a part of their investment strategy and utilize them for continued growth and safety. They know their market…
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…
Does “Turn Key” Real Estate Make Sense for Your Self-Directed IRA?
I recently received a telephone call from one of my clients asking about doing a “Turn Key” property transaction in his IRA. Many investors, through real estate investors association meetings, seminars and the Internet to name a few, are being marketed to by companies that offer a turn-key solution to holding real estate, whether personally…
Would You Do This Deal in Your Self-Directed IRA?
I appreciate the positive comments on social media about our articles. Last week I wrote about mobile homes, with or without land, as something our clients have expressed an interest in acquiring with self-directed IRAs. I received numerous comments about this article. Many were requesting help with real estate sales and asking for us to…
