Private Equity Investment with Self-Directed IRAs

Can self-directed IRAs invest in private equity funds? The answer is yes, but you need to know some essential things. Combining private equity investments and self-directed IRAs provides a unique investment opportunity for individuals seeking comprehensive investment options with a high degree of control. However, there are rules.  In this guide, you’ll learn about private equity investment […]

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10 Unique Investment Options for your IRA

10 Unique Investment Options for Your IRA

Most conventional IRAs consist of traditional investment options such as stocks, mutual funds and bonds. The beauty of a self-directed IRA is that you can explore lesser-known choices like mineral rights, offshore real estate and structured settlements. The range of self-directed IRA investment options allows you to diversify your portfolio in a way that matches your financial goals. You […]

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self directed IRA vs 401k

Self-Directed IRA vs. 401(k)

When it comes to saving for retirement, individuals have a range of options to choose from. Among the popular choices are self-directed individual retirement accounts (IRAs) and employer-sponsored 401(k) plans. Each of these retirement plans can benefit your retirement savings strategy. When you understand the differences between these plans, you can make more informed decisions […]

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Overcoming Barriers to Investing with a Self-Directed IRA

Overcoming Barriers to Self-Directed IRA Investing

The world of investing can be a daunting one, especially for those who are new to it. Investing can be discouraging due to its complexity, risks, and a lack of knowledge with the options. Despite the potential rewards, one may still be hesitant. When investing in a self-directed IRA, barriers, and concerns can be overwhelming. […]

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How Many IRAs Can I Have?

How Many IRAs Can I Have? If you are saving for retirement, you may be considering opening more retirement accounts. Individual retirement accounts (IRAs) can be a great option if you want to contribute more to your retirement beyond your employer-sponsored plan or if you don’t have a retirement plan through your employer. While there is […]

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UBIT and UDFI taxes

What Are UBIT and UDFI Taxes?

If you own a self-directed IRA or you’re looking to open one, you may come across some new phrases, such as UBIT and UDFI. At Accuplan, we want you as informed as possible so you can make wise investment decisions with your self-directed IRA, which is why we’ve covered the information you need to know about these taxes below. What Are UBIT Taxes? Unrelated […]

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What Are Required Minimum Distributions (RMD)?

What Are Required Minimum Distributions (RMD)?

You can save for a comfortable retirement by contributing to your 401(k) or IRA throughout your working life. The goal is to keep as much of your savings as possible when you reach retirement age. However, if you don’t take your required minimum distributions (RMDs), you may lose some of that money you’ve worked to […]

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traditional IRAs vs Roth IRAs

Traditional IRAs vs. Roth IRAs

With an individual retirement account (IRA), you can save for your retirement while also saving on your taxes. If you are self-employed or simply looking to open another retirement account, you may want to consider a traditional or Roth IRA. Before you can decide which one is right for you, you must first understand what […]

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Disqualified Persons for Self-Directed IRAs and 401ks

Setting up a self-directed IRA is a great way to take control of your retirement funds by investing in assets like real estate, gold and other options. The IRS has outlined several rules regarding investing in an IRA or 401k, including the disqualified persons rule. In short, a disqualified person is anyone in a position […]

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3 Real Estate Investing Trends for 2023

3 Real Estate Investing Trends for 2023

Real estate trends tend to fluctuate, especially in recent years. Trends in 2023 suggest a transitioning period with higher borrowing costs, increased cash flow and restructured capital stacks. What does real estate investment look like now as we continue navigating the new normal? Prepare for the year ahead by reviewing these current trends and top […]

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