Precious Metals, Self-Directed IRA Fundamentals, Traditional IRA
Which Gold IRA Assets are Eligible? This Question Trips Up Many Investors In over twenty years of administering self-directed IRAs, a few clients have asked whether they could add gold coins they already own to their account. The answer, of course, is a “hard stop...
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...
Real Estate, Self-Directed IRA Fundamentals
We all make mistakes. Unfortunately, a mistake with your self-directed IRA can be very costly. Get educated so you can play it clean. There is much more to learn, but this is a good place to start: Here is a list of our Top 5 Real Estate IRA Questions: 1. Can I...
