Moving From Good to Great as a Self-Directed Investor
Most self-directed investors focus on one main investment class and never diversify. While real estate may offer ample growth opportunity and a fairly reliable ROI, the best investment portfolio is one that is diverse. Here are three benefits of diversifying your portfolio, from the experienced team at iPlan Group. 3 Benefits of True…
What Percentage of Your Retirement Should You invest in a Self-Directed IRA?
“What’s the best retirement portfolio mix?” For every investment advisor you ask, you will get a different answer. That’s because every investor has a unique financial situation and every investment opportunity holds a different potential for risk and reward. Determining what percentage of your retirement fund you should invest in a self-directed IRA…
Promissory Notes – Understanding Loan to Value
If you are considering investing in promissory notes, you’ll want to understand the loan-to-value ratio or LTV. But what is LTV? What is it used for? How can you make sure you have an LTV that fits your investment strategy and goals? Keep reading to find out, then contact the team at iPlanGroup…
Using the 3 Cs When Investing in Promissory Notes
As a promissory note lender, you take on the same risks as a traditional financial institution when lending financial support. For this reason, it’s important that you, through your self-directed IRA, use good lending practices by using the three Cs when investing in promissory notes. What are they and why do they matter?…
Self-Directed IRA Rules
A self-directed IRA offers investment opportunities outside of the typical stocks, bonds, and mutual funds. Real estate, promissory notes, and private company stock are some of the alternative investment options available when you own a self-directed IRA. To make the most of your investment and maintain your IRA tax benefits, it’s important for…
Benefits of Owning Precious Metals in Your Self-Directed IRA
If you’re thinking about alternative ways to invest in your financial future, you may want to consider adding precious metals to your self-directed IRA portfolio. Below are the top five benefits of precious metal ownership within your self-directed IRA. 1. Tax Advantage Like many alternative investment options, precious metals receive tax benefits in…
Where Self-Directed Investors Get Into Trouble When Investing in Real Estate
Self-directed IRAs can be an excellent vehicle for savvy retirement investors who want to have more control over their portfolios. This type of IRA can hold alternative assets, such as real estate, that provide diversification to a portfolio and may lead to expanded future wealth potential. The ability to invest in real estate…
Can You Use Your Self-Directed IRA for Rehabbing or Purchasing Foreclosed Real Estate?
Self-directed IRAs are quickly gaining popularity by virtue of their tax advantages and ability to invest in a variety of alternative assets. One area that’s bursting with opportunity for self-directed IRA owners is real estate. There are plenty of opportunities to buy a typical listed property and sell it for immediate profit or…
Self-Directed IRA Real Estate Considerations
Maybe you feel like your retirement funds have been stagnant of late and want to try something different. Or perhaps you’ve found yourself in the enviable position of having a good chunk of cash in your IRA to invest. No matter the reason, you feel like real estate is calling your name. The…
What is a Self-Directed SEP IRA?
Whether you’re a small business owner with a dozen or so employees or you’re the sole employee of your business, you could take advantage of the unique benefits a self-directed SEP IRA has to offer. Employers who want to set aside retirement funds for themselves and their employees can do so in a…