The Equity Trust Alternative
Here at iPlanGroup, most of our new clients come to us by way of referral. Typically, they’ll share that we’ve helped a friend of theirs, or were recommended by a subject matter expert (or guru). Once in a while, a client will come to us by way of a referral through a RIA…
How a Checkbook IRA Gives Investors Faster Access to Funds
A Checkbook IRA offers self-directed investors the opportunity to make multiple investments while maintaining complete control of their assets. In addition to quick investment turnaround, convenient checkbook control, and the many associated legal and financial benefits, a Checkbook IRA also gives investors immediate access to funds within their IRA when they’re ready to…
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…
What Happens if a Borrower Defaults on a Promissory Note?
When a self-directed IRA invests in a promissory note, there are a variety of associated risks uncommon to other types of investments. By planning ahead, you can minimize your overall risk of investing in promissory notes and ensure the health and longevity of your self-directed IRA. Not sure if a promissory note is…