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Top Ten Frequently Asked Self-Directed IRA Questions (and Answers)

It’s finally here: My top ten list of frequently asked self-directed IRA questions! Whether you’re just getting started or you’ve been investing with a self-directed account for decades, make sure you know the answers to these ten questions. In most instances, I’ve… READ MORE

Self-Directed IRA Basics: What is a Self-Directed IRA, What Can a Self-Directed IRA Invest Into, and What is an IRA/LLC?

What is a Self-Directed IRA? A self-directed IRA is an IRA (Roth, Traditional, SEP, Inherited IRA, SIMPLE) where the custodian of the account allows the IRA to invest in any investment allowed by law. These investments typically include; real estate, promissory…READ MORE

Self Directed IRA Blog

Contract Hand-offs

Contract Hand-offs

From my article on Realtor Magazine Investors eyeing foreclosures and other residential properties to flip often connect with other investors looking for opportunities in the single-family rental market. Contract assignments are a common tool in these kinds of...

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SEC Expands Accredited Investor Rule

SEC Expands Accredited Investor Rule

From my article on Entrepreneur The Securities and Exchange Commission (SEC) has announced a modernized version of the accredited-investor rule that will goes into effect in late October and will allow those with professional credentials and licenses to qualify as...

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Back Door Roth IRA Rules and Steps

Back Door Roth IRA Rules and Steps

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they...

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