by | | Client Questions, IRA LLC, Most Popular Posts, Uncategorized
So, six months ago, you finally decided to roll that old 401(k) from a previous job, into a self-directed IRA. You went online. You read articles. You even called your CPA to make sure the rollover was done correctly. You requested a direct rollover from your...
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...
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...
by | | Client Questions, Economics, IRA LLC, Real Estate, Retirement Ideas, Self Directed IRA
Can I Co-Invest with My IRA? A Client asked: A close friend of mine wants to borrow $100,000 short term and is willing to pay an interest rate of 10%. He has good credit and a lot of collateral. I feel it would be a great loan for my IRA to make. The problem is I only...
by | | Client Questions, Common Questions, IRA LLC, Most Popular Posts, Prohibited Transactions, Self Directed IRA
IRA Prohibited Transaction Chart Occasionally we get clients that have a difficult time understanding what a Prohibited Transaction entails. Basically it is either investing in something prohibited or dealing with a prohibited party. It sounds complex but it’s really...
by | | Client Questions, Economics, IRA LLC, Prohibited Transactions
Just got of the phone with a financial advisor that has been sending us quite a few clients. One of the reasons they have been sending their people to us is our expertise and the time we spend educating our clients. He was in a panic because one of his clients had...
