Tag: self directed roth ira

Boost Your Self- Directed IRA: Understanding the ROTH IRA Conversion

I recently had some clients ask about a ROTH IRA. They are a married couple earning $300,000 a year and want to invest in real estate with their IRA. Their goal is to have income, cash flow and the potential for appreciation should the IRA opt to sell later. The question was how to do…


Non-Recourse Loans for the Self-Directed IRA

Recent increases in investor acquisition of real estate have prompted calls from clients that have cash in their self-directed retirement accounts but don’t have enough to buy a property outright. In other words, their IRAs need loans. There are lenders that will make loans on income producing properties to self-directed IRAs on a non-recourse basis….


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…


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…