Precious Metals in your IRA: Gold, Silver, Platinum, & Palladium
The IRS allows a variety of different tax-advantaged plans such as the Traditional IRA, Roth, SEP, SIMPLE, Individual 401(k), HSA, and CESA to acquire certain precious metals as an asset, all while retaining the tax benefits associated with the plan you use. Investing into precious metals via a Self-Directed IRA or Precious Metals…
Unrelated Business Income Tax (UBIT)
Most investment gains in a retirement account are exempt from federal income tax according to Code 408, and Section 512 of the Internal Revenue Code. Exempt income includes: rental income, interest income from loans, dividend income, capital gain income, annuities, royalties, and gains/losses from the sale of company stock. It’s a common misconception…
Top 3 Ways to Invest Into Real Estate Using a Self-Directed Account
A Self-Directed IRA is a powerful tool in your investing arsenal and there are many ways to use one to invest. Many investors use Self-Directed accounts to invest into real estate and a common question is “What are the ways I can invest into real estate using my account?” While there are many…
What is a Checkbook IRA?
In the world of self-directed investing, the subject of checkbook IRA is one which causes some confusion among investors. What is it? How does it work? And is it right for you? Keep reading to find out. What is a Checkbook IRA? A Checkbook IRA is a self-directed IRA account that is invested…
Can You Still Use a Financial Advisor if You Own a Self-Directed IRA?
When it comes to understanding self-directed IRA pros and cons, a specific industry, or investment opportunity, financial advisors have a wealth of knowledge from in-depth training and hands-on experience. For a self-directed investor, this expertise and experience can be a huge asset. But when should you reach out to your investment advisor and…
The Biggest Problem With Self-Directed IRAs is That Very Few People Know They Exist
While traditional IRAs have been a well-known retirement strategy for working professionals for decades, self-directed IRAs have only started to gain favor in recent years. Thanks to the abundance of information available online, investors can now easily educate themselves on investment opportunities like never before. Self-Directed Investing = Alternative Options Real estate investments…
Self-Directed IRA Real Estate Considerations
Maybe you feel like your retirement funds have been stagnant of late and want to try something different. Or perhaps you’ve found yourself in the enviable position of having a good chunk of cash in your IRA to invest. No matter the reason, you feel like real estate is calling your name. The…
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…
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?…
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…
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