In this video, I explain the many benefits of having a self-directed IRA.  I take the viewer through the basics of what an IRA is, what separates a regular Custodian from a self-directed Custodian, and give an example of how a transaction would occur with a...

With the dawn of the Internet, the idea came about to get a group of investors whose only commonality was a high net worth and that they execute their investment searches by electronic communication. This is how crowd funding came about.

Most of you are probably familiar with the Unrelated Debt Finance Income (UDFI) rules, which apply any time a retirement account has “acquisition indebtedness” on a given asset, or in plain English, anytime the retirement account uses leverage to purchase an asset.

Buying property as an investment is one of the most popular reasons that clients seek out the Check Book IRA.

A Great Way for the Novice Investor to get in on the Real Estate Boom.

Everyday, I talk to people who want to jump in the real estate market to get higher returns on their IRA or Solo 401(k) investments. The Checkbook IRA and Solo 401(k) are perfect vehicles for this.