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Not your Average 401K: Self-Directed 401K Q&A

Put simply, a 401K plan is a retirement plan that meets the standards set by the Internal Revenue Code for tax-favored status. If offered by their company, an employee can contribute a percentage of their wages either Traditional before tax plan or a Roth after-tax plan, depending on the options offered by their employer. In some plans, […]

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Your IRA and Unintended UBTI

UBTI stands for unrelated business taxable income. It’s the tax placed on the income earned from an unrelated business, regardless of the tax filing status. How UBTI works For our example, say an investor were to use their IRA to fund and start up a small business like a yoga studio. A yoga studio is a business not necessarily related to the primary principle of […]

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What you Didn’t Know was Possible with your IRA

It’s not difficult to imagine that the majority of U.S citizens have heard of an IRA. It’s equally imaginable that most have not heard of a self-directed IRA. A self-directed retirement account gives you the ability to invest in non-traditional investments. In all reality, though a self-directed IRA is the same thing as a regular account. […]

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Funding an IRA Account with Alternative Investments

Whether you’ve been diligent about funding your retirement account for years, putting away the recommended 10% of your paychecks into an IRA or 401K, or if you’re just starting to save at 25 or 26, the last thing that you want is to watch your hard-earned funds dissipate into fees, or completely tank into nothing […]

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The Rules of Buying Property with your Real Estate IRA

Real estate is one of the most sought-after and lucrative hard asset types that investors love. It’s popular because it’s not just single-family homes, but commercial real estate, farmland, business parks, apartment complexes, and more. What most Americans don’t know is that you’re allowed to invest in these types of real estate with your self-directed […]

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Shaping an Investment Portfolio for The Coming Year

We enter 2018 in the midst of what has been reported as the second-longest running bull market ever. Accordingly, many investors are wondering how they should adjust their investment strategies. After all, given the age of the bull market and the high equity valuations it has produced, it would not be surprising to see it […]

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