Are you a millennial (Millennial’s are typically born roughly between 1980 to middle 90’s)? If so, what are your feelings for investing? When you put some money away that you won’t be using for at least 10 years what do you do with that money? Where does that money get invest? Does it even get […]
Category: Self-Directed IRA
Self Directed IRA’s For Dummies Book Cover
Thinking about your retirement can be very overwhelming. In fact, it can be so overwhelming to you that you can’t imagine figuring it out by yourself. There are many reasons planning for retirement is so stressful. It can be because of your current situation, the fact that you don’t know where to start or even […]
HOW TO INVESTIGATE A NEIGHBORHOOD
IS THE SELF-DIRECTED IRA’S NEXT INVESTMENT IN A SAFE NEIGHBORHOOD? As the saying goes, LOCATION, LOCATION, LOCATION. Location is important to any investor or tenant. The safety of that location is worth the time to research! It’s important to know if the self-directed IRA’s investment is in a safe neighborhood. Luckily, this is the age […]
What Makes A Self Directed IRA Better than A Regular IRA? Let’s Talk About That!
Why should you choose a self directed IRA over a regular IRA? The typical retirement retirement accounts (IRAs and 401ks) are actively managed. The biggest custodians (firms) out there like Fidelity and Charles Schwabe to name a few. Many of you love the idea of a managed account but there are some drawbacks that make […]
Self Directed Accounts For Individuals and Small Business
Are you looking to create the best retirement possible? If so, you are not alone. There are so many things that go into a great retirement but one of the major aspects to a great retirement is a great retirement account. The most popular retirement accounts to help you create that dream retirement are an […]
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 […]
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 […]