Tag: self directed ira

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….


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…


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…


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…