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Does Your IRA Investing Have Purpose?

Does Your IRA Investing Have Purpose?

by | | 401k, Economics, Investment tips, Retirement Ideas, Self Directed IRA

Does Your IRA Investing Have Purpose?   On my daily browse of the world of finance I came across this article about successful investing.  What struck me most was the first key, investing with a purpose. Often, prospective clients will ask if we have investments...
Are Hidden Fees Draining Your Standard or Self-Directed IRA?

Are Hidden Fees Draining Your Standard or Self-Directed IRA?

by | | 401k, Economics, IRA LLC, Retirement Ideas, Self Directed IRA

Are Hidden Fees Draining Your Standard or Self-Directed IRA? By Steve Sheppherd If you’ve had the opportunity to read Tony Robbins’ book, Money: Master the Game you are already aware of the dizzying array of hidden fees in your IRA or Self-Directed IRA. Otherwise, I...
A Cheap Dress up to a Real Estate Fixer Upper

A Cheap Dress up to a Real Estate Fixer Upper

by | | 401k, Investment tips, IRA LLC, Real Estate, Retirement Ideas, Self Directed IRA, Steve's Investment Tips

Steve shares an inexpensive way to dress up and add value to a small fixer upper property.
Tax Liens: Making it Work!

Tax Liens: Making it Work!

by | | Client Questions, Real Estate, Retirement Ideas, Uncategorized

Tax Liens: Making it Work! By Jordan Sheppherd If you’ve read the “Tax Liens: Overview” article, you have a good sense of what a tax lien is and isn’t. Below, we discuss some of the ins and outs of tax lien investing. So although the highly publicized return rates of...
Tax Liens:  An Overview

Tax Liens: An Overview

by | | Client Questions, Real Estate, Retirement Ideas, Uncategorized

Tax Liens: An Overview By Jordan Sheppherd Clients often ask us, “Should I invest in tax liens? My brother-in-law says you can get 25% return!” Before discussing whether the investment is a right fit, it is best to make sure that the boundaries of what a tax lien is...
Can You Retire in a Home Purchased With Your IRA?

Can You Retire in a Home Purchased With Your IRA?

by | | Most Popular Posts, Real Estate, Retirement Ideas, Self Directed IRA

Can You Retire in a Home Purchased With Your IRA? By Alisha Bennett The short answer is yes. However, as with most retirement strategies, there is a little more involved. The basic scenario is that the IRA buys the home as an investment and treats it as such UNTIL you...
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    Solo 401(k)

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      • Legal Investments in a Solo 401(k)?
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    • What Happens to My Self-Directed IRA When I Die?
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    • How to Exit an IRA-Owned Property Without Triggering Taxes

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