Investment Types and Strategies, Self Directed IRA, Self-Directed IRA Fundamentals, Traditional IRA
A Question I Get at Least Once a Week Here’s something that catches almost every new client off guard: the IRS doesn’t actually have a category called “self-directed IRA.” Open the tax code and look for it. You won’t find it. Legally speaking, a...
Investment Types and Strategies, Real Estate
A Different Kind of Down Payment Here’s a number that stops most people in their tracks: over $18 trillion currently sits in IRAs across the country, and the overwhelming majority of it is parked in the same handful of mutual funds and index funds everyone else owns....
Investment Types and Strategies, Precious Metals
Several times each month, someone calls my office with a version of the same question. They’ve got a solid retirement account and a decent balance, but a nagging feeling that something is missing. They’ve watched inflation quietly erode the value of their...
Prohibited Transactions, Real Estate
We all make mistakes. Unfortunately, making a mistake with your self-directed IRA can turn out to be very costly. Be sure to play it clean and get educated. Although there is much more to learn, here is a list of our Top 5 Real Estate IRA Questions: 1. Can I live...
Real Estate, Self Directed IRA
Dear Mr. Realtor: We felt the need to write you a quick letter to tell you a little bit about our company, IRA Express, located in Cedar City, Utah and how it can benefit you and your clients. We really do appreciate your time and hope that you will take a minute to...
Real Estate, Self Directed IRA
With school starting around the country I think it is important to talk a little bit about the basic steps and rules relating to owning real estate in your IRA. I wrote this article a while ago and am eager to share it on the blog… Day after day we...
