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…
What are Self-Directed IRA Fees?
If you’ve read our guide, How to Make the Most of Your Self-Directed Investment: A Guide for New Investors, you know that self-directed IRAs offer investors alternative investment options for your retirement accounts. Whether you choose to roll over funds from your 401(k) or traditional IRA, a self-directed account can allow you to make…
Investing With a Self-Directed Roth IRA
A Roth IRA is a retirement savings account that offers a wider range of benefits than a traditional IRA. For example, you can continue contributing to a Roth IRA well into your retirement years, whereas with a traditional IRA you must be under age 70 ½ to contribute to the account. In addition,…
Self-Directed IRA Risks
One of the most common concerns we hear from investors is that they’re worried they don’t know enough to maintain and grow a self-directed IRA, or feel that managing their own investments is just too risky. iPlanGroup works to educate self-directed investors, so today we’ll talk a little bit about risk. There’s inherent…
What are Self-Directed IRA Services?
Self-directed IRAs are gaining popularity among savvy investors and for good reason; they combine the tax-advantages of conventional IRAs with greater control over investment direction and a multitude of investment options. Investors need top-notch Self-Directed IRA services from experienced professionals to help them navigate the intricacies of Self-Directed IRAs and to take advantage…
UBIT Exemptions
Most IRA owners don’t need to worry about UBIT or UBTI, or try to figure out the difference between the two. Those are tax concerns, and when you’re invested in traditional securities like stocks and mutual funds, your investment earnings are generally tax-free. Why care about UBIT? If you own a Self-Directed IRA,…
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…
SIMPLE IRA Basics
What is a SIMPLE IRA? A Savings Incentive Match Plan for Employees (SIMPLE) IRA is a retirement plan option that allows small business owners to save for retirement for themselves and their employees. Any small business with fewer than 100 employees, including self-employed individuals, can open a SIMPLE IRA. Both employers and employees…
Self-Directed Investing Offers More than Just Real Estate
If you’ve already started investing with your Self-Directed IRA but haven’t ventured outside of the world of real estate, you might not be taking full advantage of this investment opportunity. Self-Directed IRA investing is more than just real estate, in fact there are several other asset classes you might be excited to learn…
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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