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…


The Tale Of The Short Sale and a Real Estate IRA

With the economy what it is, many investors are trying alternative strategies to acquire real estate. One strategy is to buy a short sale, in which the owner or an attorney representing the owner has negotiated with his lender to sell a property for less then the amount owed on the mortgage. This allows the…


Real Estate in Your IRA – Is There Still Opportunity?

I recently read an interesting article in The Tampa Bay Times. Currently, there are approximately 7 to 9 billion dollars of distressed single-family homes that have been converted to rental/investment property by institutional hedge funds, private partnerships of high income/high net worth individuals and even pools of capital raised among investors in foreign countries. Acquiring…


Crowd Funding: Is It The Right Strategy For Your Self Directed IRA?

Every day, someone contacts our office to ask about Crowd Funding and their Self Directed IRA Account. Crowd Funding is a collective effort of individuals who network and pool their money. This can replace the need for traditional financing for entrepreneurs as well as non-profit organizations bringing their ideas to life. This “public” type of…