Which Asset Class Provides the Best ROI?

Which Asset Class Provides the Best ROI?

     If you’re planning to invest in your future financial security, you’re going to have to take some amount of risk. Investing is all about taking risks now for a potential gain in the future. In a traditional IRA account, investors minimize risk by letting a “trained professional” control their accounts. By choosing asset…

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What’s the Difference Between a Tax Lien and a Tax Deed?

What’s the Difference Between a Tax Lien and a Tax Deed?

     Home ownership is the American dream – a dream that sometimes gets cut short by financial downturn.  Home owners can start running behind on tax payments, and when this happens real estate investors can find investment opportunities. Both tax lien and tax deed investing involve buying properties that have delinquent taxes, but it’s…

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The Benefits of Using Your Self-Directed IRA to Fund a Structured Settlement

The Benefits of Using Your Self-Directed IRA to Fund a Structured Settlement

     We’ve all seen the commercials urging recipients of structured settlements to get “cash now!” There are a whole lot of people in need of an immediate cash influx and are willing to sell their future stream of annuity payments at a deep discount. How can your Self-Directed IRA benefit from this development? What…

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How to Calculate Unrelated Business Income Tax (UBIT)

How to Calculate Unrelated Business Income Tax (UBIT)

     Do you think your Self-Directed IRA might owe UBIT? At iPlan group, we are constantly getting questions from clients and prospective clients about UBIT. Let’s start by defining exactly what a UBIT is first. Simply put, Unrelated Business Income Tax (UBIT) according to U.S. Internal Revenue Code is the tax on unrelated business income. This…

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