The Cares Act Coronavirus Aid, Relief and Economic Stimulus
An Overview Of the relief provided for IRA owners and retirement plan participants On March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act (CARES Act) was enacted. Among its numerous provisions designed to help bolster the economy and provide a measure of financial security to Americans as the country battles the…
Case Study: The Power of a Self-Directed IRA
According to the Motley Fool, the stock market corrects itself on average every 1.87 years. They looked at the numbers starting in 1950 and noted that the S&P 500 has undergone 37 separate stock market corrections of at least 10% in the past 70 years. Surprised how often the stock market makes a correction?…
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…
Common Types of Real Estate Investments
We find that investing in real estate with a Self-Directed IRA is a very popular topic with our clients here at iPlanGroup. It’s an attractive investment for a number of reasons. It gives you diversification to a portfolio chock-full of stocks, bonds, and mutual funds It can potentially protect you against market volatility…
Venture Investing: How to Evaluate If It’s Right For You
Have you ever had a phone call or an early-stage venture investing “deal” hit your inbox, and you didn’t know what to do or even where to start? Welcome to the club; we all start there. Early-stage venture investing can be a rewarding endeavor but it’s not nearly as straightforward to evaluate as…
What Is The Real Cost: Latin America VS. North America Part 2 – HOA And COA Fees
In the previous article on investing in Latin America Real Estate, we covered the costs associated with investing in properties here. When talking about HOA fees and comparing between North and Latin America, we must take into account the cost of labor. Because labor costs are far less in Latin America, we’re talking…
Roth Conversions and Self-Directed IRAs
The hot topic of Roth IRAs has become even hotter, thank you, Peter Thiel. The hot topic of Roth IRAs has become even hotter, thank you Peter Thiel. If you have not heard, Peter Thiel, co-founder of PayPal, and tech investor, has been in the news because of his Roth IRA. While his…
Coverdell Education Savings Accounts CESA
Coverdell Education Savings Accounts, what is it and how to earn. Saving for College sounds simple in theory, especially when you start early. However, life happens while you are making other plans, as I have heard and experienced. The reality is, college savings takes a back seat to other financial goals. Self-Directed IRA…
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