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…


Tax Lien Investing With A Self-Directed IRA

Looking for a good investment for your self-directed IRA with little investment dollars? Consider Tax Lien Investing. Many of our clients buy tax lien certificates or in some states tax deeds in their self-directed IRA. Tax liens are considered a safe, lucrative, generally small dollar investment with a higher rate of interest. In some cases,…


Owner Financed Notes Make Great Investments for Self Directed IRAs

A few weeks ago, I suggested that our clients who are interested in divesting themselves of the Real Estate in their self-directed IRA turn those assets into paper. This would provide continued income through a note created from the sale of the Real Estate. We received a lot of positive feedback from this article along…


Do Precious Metals Make Sense For A Self-Directed IRA?

Attention Gold Bugs, people who believe inflation is right around the corner, or those who wish to diversify their portfolio! Precious Metals, like real estate, can be a viable option for a self-directed retirement plan. The Tax Payer relief act of 1997 made it possible for precious metals to be held in a self-directed IRA….


Setting The Stage With Your Self-Directed IRA

As with a personal portfolio, your IRA portfolio may need adjustment. You may wish to direct your assets in a different direction as your retirement plan goals and objectives change. With a self-directed IRA, you have the ability to direct your assets any way you wish. Real Estate vs Notes in a Self Directed IRA…