What Financial Advisors Should Know About Tax Lien Investing
As investors increase their knowledge and venture out to take more control of their portfolios, financial advisors are also learning to provide more value. While some investors have just enough knowledge to be dangerous, they tend to want something outside the ordinary. For one thing, they’ve learned that investing in real estate can…
Why Invest in Tax Liens with Your Self-Directed IRA?
Chances are if you’re thinking about investing in real estate, you’re thinking about buying property. For most of us, it’s our first foray into the world of real estate investing. However, new opportunities may be found with tax liens. Tax lien investing has been around for years, but it is gaining popularity with…
How Does a Self-Directed Brokerage Account Work?
Thanks to the DIY Network, and a home improvement shop on what seems like every street corner, everyone loves dabbling in do-it-yourself projects. Why not do-it-yourself investing? When applied to investing, the concept of DIY is known as self-directing, and self-directing brokerage accounts continue to gain in popularity as it become easier and…
Are Self-Directed Investments in Land Contracts the Same as Buying Real Estate?
Purchasing real estate is a great investment when using a Self-Directed IRA, especially if you’re looking for tax-deferred or tax-free income potential with rental property. If you’re looking for something different, or have creative financing in mind, there’s another way for your IRA to collect an ongoing stream of income- land contracts. What…
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…
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…
- « Previous
- 1
- 2