It may seem daunting and too difficult to understand and maintain a Self Directed IRA. You probably think that there are too many rules and issues that you don’t know that will get you in trouble or you think it is a better option to stay with a regular IRA at a brokerage company because […]
Category: Self-Directed IRA
Self Directed IRA Rules & FAQs
Commonly asked Self Directed IRA questions Q. What is a self directed IRA? A. A Self Directed IRA is an IRA, whether it be a Traditional, Roth, Simple, or SEP, that allows you to invest in non traditional invesments. This includes Real Estate, tax liens, gold and silver, loans, private placements, and other hard assets […]
Who are we?
I commonly get asked about who is Accuplan Benefits Services and American Estate & Trust, LC. I thought it would be good to briefly explain who we are and what relationship between the two companies. Accuplan Benefits Services is not an IRA custodian. They are a facilitator (administrator) of IRA accounts. Accuplan Benefits Services answers […]
Self Directed IRA, The Way to Diversify Your Retirement Portfolio
Self directed IRAs and 401ks only account for a minimal percentage of all the retirement accounts in the U.S. because they are not nearly as known as 401ks and IRAs. There are many people that aren’t utilizing self directed IRAs that could really benefit from them. Why should you open up a self directed account? […]
Need a good smile? Retirement Facts to Chew On!
If it could only rain money for real! Wouldn’t that be the day? Even though we can’t make it rain money there are some things we can do to make sure we are more financially ready when retirement comes. I stumbled upon a great article by the department of labor where I got most of […]
Is your Retirement Plan Ready?
We are getting closer and closer to the start of another year. Which is a reminder for all to get your retirement accounts in order Have you maximized your contributions? Have you taken your required distributions? For more help making sure your retirement accounts are in order check out THE END IS COMING – Preparing […]
USING A PORTION OF A SELF-DIRECTED IRA TO PURCHASE AN INVESTMENT PROPERTY
USING A PORTION OF A SELF-DIRECTED IRA TO PURCHASE AN INVESTMENT PROPERTY What happens when your self-directed IRA is not purchasing an investment property all by itself? Maybe you are funding some of your investment with personal money and the IRA will pay for the rest. Or maybe your IRA does not have enough money […]
Is Financial Advice Always Sound?
I love reading about financial help and there is no shortage of it out there. It seems like everyone and their dog are dishing out financial help. You will find help on saving money, investing, retirement and so on. With so much information out there how do you know which information is good or bad? […]
Happy Thanksgiving from Accuplan
Happy Thanksgiving! We hope that you have a very safe and healthy start to your holiday season this week. No matter what you are thankful for we hope you can take a moment to remember what you are thankful for. […]
THE END IS COMING – Preparing for the Year’s End
THE END IS COMING! Our 2013 year is about to come to a close. Here are some year-end reminders for you. These rules apply to you if self-directed IRA is a Traditional (pre-tax) or Roth (after-tax). MAX IT OUT! Hitting the max out limit on your credit card, BOOOOOO! Hitting the max out limit in […]
Know Your Parents Financial Situation Before it’s too Late
Do you know your parents’ financial situation? If a medical emergency or old age incapacitates one or both of your parents do you have enough knowledge to know what to do with their bills? What about their retirement accounts? Do they have an IRA or 401K? If you do not know any of this information […]
What Types of Real Estate are Available in a Self Directed IRA
Self Directed IRAs give the ability to invest in alternative investments. One of the most popular investments into a self directed IRA is real estate. If you happen to be interested in moving your IRA into a self directed IRA to purchase real estate we are here to help. If you currently have a self […]