The Great Recession of 2008 is not usually a topic that I enjoy talking about. There is so much talk about why it occurred and how we aren't doing enough today to make sure it doesn't happen again in the near future. There are also so many differing opinions as to if we are back […]
Month: June 2014
Trust Deed Investing With Self Directed IRA
In a previous blog post I spoke about using your IRA funds to be the bank and loan out your Self Directed IRA Funds. Another option which is similar to this is investing in Trust Deeds. Below is a little bit more about what a Trust deed is and how it works: I. What are […]
SELF-DIRECTED RETIREMENT PLANS
SELF-DIRECTED RETIREMENT PLANS – WITH OPTIONAL CHECKBOOK CONTROL If the account holder likes to flip houses and is subject to UBIT, our self-directed retirement plans, referred to as a one.K account, may offer a solution. This account also works for a business owner who wants higher contribution levels than an IRA can offer and / […]
SELF-DIRECTED IRA ACCOUNT
A self-directed IRA is a powerful vehicle that allows an account holder to take control of the retirement’s financial future by choosing how the funds are invested. The account holder chooses the investment property, how to spend the retirement funds to improve, repair or maintain the property and builds a retirement nest egg with renting […]
HOW TO COMPLETE A TRANSFER REQUEST FORM
HOW TO COMPLETE A TRANSFER REQUEST FORM TRANSFER REQUEST FORM – Use this form to roll funds from the current custodian into the new self-directed account. TRADITIONAL ASSETS: We cannot accept traditional assets (stocks, bonds, CDs, mutual funds, etc). Those need to be liquidated and come over in cash. TRANSFERRING CASH: In Section 5, the […]
WHAT MAKES US A PREMIER PROVIDER?
WHAT MAKES US A PREMIER PROVIDER DEDICATED IRA SPECIALIST – We don’t believe clients should call an 800# and speak to a random person unfamiliar with the account. We know 800 numbers can be especially frustrating when that random person transfers you to another random person. With Accuplan, you are assigned a dedicated IRA Specialist […]
Don’t Let Taxes Ruin Your Retirement
There are plenty of issues to worry about when in retirement. The best way to make sure your retirement is going to be a successful one and one that you don't have to worry about money is to make sure you have a strong retirement plan. Most retirement plans take into consideration mortgage, health care […]
Funding Your Self-Directed IRA
Funding your self-directed IRA is a vital step in order to start investing in that alternative investment that you have your eye one. Remember, that alternative investment can be real estate, gold or some other investment of your choice. You may be one of the few lucky ones that have hundreds of thousands of dollars […]
Want To Be The Bank? Now You Can Through IRA Lending
When I grew up I loved playing monopoly. It was always fun to choose the piece I was going to be and to see which piece everyone else chose. I think by far one of the greatest things about monopoly was the bank. Every time I played I wanted to be the bank. I didn’t […]
Don’t Let Risk Beat You When Investing
Eat, drink, breath, and sleep are just a few things that are part of our everyday lives but there is one thing that is part of our everyday lives that we don't normally think about and that is risk. Now the definition of risk is: Noun- a situation involving exposure to danger. Verb- expose (someone […]
Common Pitfalls To Investing In Gold And Silver in A Self Directed IRA
Investing in gold and silver inside your IRA is a great alternative to investing in traditional investments such as stock and bonds. By investing in gold and silver in your IRA you are buying a physical asset that has real value to it rather than a paper asset. Many of the clients that I buy […]
The IRA – Who Can Put Money Into An IRA Account?
Retirement is something that should be enjoyed. The best way and most likely way to have a great retirement is to not only plan for it but to also save for it by contributing to a retirement account. The most popular retirement accounts are the IRA and 401k. Sadly, there are certain restrictions to contributing […]