Investing in Promissory Notes
Investing in Promissory Notes A Self-Directed Investors Guide With a self-directed IRA, your investment options are nearly limitless. One of the more popular options with iPlanGroup customers today are promissory notes. This type of investment allows your self-directed IRA to provides funds to anyone seeking a loan and earn interest income to support your self-directed…
Guidelines to the IRS Rules and Regulations Governing Self-Directed IRAs
Guidelines to the IRS Rules and Regulations Governing Self-Directed IRAs A Self-Direceted Investors Guide As we bring 2018 to a close, many businesses and individuals are beginning to think about their taxes. As investors consider their tax liabilities on distributions, dividends, and earned income, so must self-directed investors adhere to IRS rules and regulations. In…
UBIT and UDFI for Self-Directed Investments
Understanding UBIT and UDFI A Self-Directed Investor’s Guide As the tax filing deadline draws nearer, you may be wondering about unrelated business income tax and whether or not you’re responsible for paying any. In this month’s FREE guide, you’ll learn: What is UBIT? What is UDFI? Exemptions and Strategies for Minimizing. Understanding UBIT and UDFI…
Small Business Retirement Guide
Small Business Retirement Guide For Self-Directed Investors If you have yet to start a retirement plan for your small business, you may be under the misconception that your only option is a 401(k) plan. You may believe a retirement plan will be too expensive, or that it will require too much time-consuming administration, thus making…
Understanding Self-Directed Asset Classes
Understanding Self-Directed Asset Classes A Guide for Self-Directed Investors Determining an investment strategy involves asset allocation, or how you want to divide your portfolio among available asset classes. In this guide you’ll learn: What are Asset Classes? What is Asset Allocation? Alternative Assets Available to Self-Directed IRAs Understanding the various assets available to you will…
Investing in Tax Liens With Your Self-Directed IRA – iPlanGroup
Investing in Tax Liens With Your Self-Directed IRA Tax liens can be a great way to add more diversification to your Self-Directed IRA as well as give your account some major profit potential. In this month’s FREE guide, you’ll learn: What is a Tax Lien? How to Buy a Tax Lien. Benefits and Considerations with…
Uncommon Asset Classes – A Guide for Self-Directed Investors
Uncommon Asset Classes A Guide for Self-Directed Investors As a Self-Directed investor, you’re likely familiar with real estate investing using your IRA, but did you know you can also invest in: Commodities Private Equity Debt Instruments Structured Settlements Download our FREE guide on Uncommon Asset Classes and learn: Types of Uncommon Asset Classes IRS Rules…
Weathering a Stock Market Crash with Alternative Investments – A Guide for Self-Directed Investors
Weathering a Stock Market Crash with Alternative Investments A Guide for Self-Directed Investors The stock market continues to respond to ever-increasing uncertainty surrounding the faltering economy and the potential effects of COVID-19. On top of your health concerns, you may also be wondering where your investments can find stability and opportunity during extreme market fluctuations….
Protect Your IRA from Lawsuits, Liens, and Judgments Recorded Webinar
Learn the Crucial Ways to Protect Your IRA from Lawsuits, Liens, and Judgments Hosted by iPlangroup, content provided by Protect Wealth Your Retirement Plan may be vulnerable to lawsuits. Protect your account from external and internal threats with proper planning and the right legal structures. You will learn: Which Retirement Plans Are NOT…
Making the Most of Your Self-Directed Investment
Making the Most of Your Self-Directed Investment A Self-Directed Investors Guide Whether you’re just getting started in the world of self-directed investing or you’re a seasoned pro, making the most of your self-directed investment is what’s going to provide maximum value to you as an investor. In this Self-Directed Investors Guide, you’ll learn about: Self-Directed…