It’s that time of year again. Fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan. These valuations must be assessed by end of the income tax reporting year. You may be allowed to perform certain valuations yourself, but it is … Read More
While most of us start preparing our income taxes at the beginning of the year, there are moves you can take now to help relieve your tax burden. When it comes to retirement planning, there are strategies that can maximize your savings benefits, too. The following explains … Read More
In pre-COVID times, many Americans wanted to work from home. However, employers were resistant, uncertain it would foster productivity. Now that COVID has forced the issue, many Americans have no choice but to work from home. The transition was somewhat easy and, by most accounts, is surprisingly … Read More
Have you suffered loss of income on investment rental property due to COVID-19? Or, are you hesitant to invest in rentals until the pandemic is more under control? The personal and professional impact the coronavirus pandemic has caused is undeniable. However, there are strategies you can use … Read More
Multifamily real estate investments can provide a considerable income, especially if the property is high value, such as a large condominium complex in a posh vacation location. The benefits of investing in large and lucrative multifamily properties are significant. But, if you prefer to invest on your … Read More
There are many ways to invest in real estate. But, one of the most popular types we see people invest in is multifamily real estate. You can invest in multifamily real estate with your own cash and personal investing funds. But, our clients acquire real estate as … Read More
Non-recourse loans are used by self-directed IRAs to leverage buying power, most often to invest in real estate. But what exactly are recourse loans vs non-recourse loans? This article explores the differences and explains how non-recourse loans work in your IRA to help you build wealth for … Read More
Did you know you’re able to partner your self-directed IRA’s funds with another IRA, person, or entity to invest? This is a strategy used by individuals to help mitigate investment risk and to alleviate the financial burden of costs incurred by certain assets. Partnering funds also provides … Read More
Private lending from your IRA is a simple way to earn tax-advantaged income for retirement with minimal work involved. Your IRA is the bank and extends loans to individuals and other investors. The most common investment an IRA lends funds for is real estate. However, your IRA … Read More
There is a growing class of individuals who have control of their retirement funds and make their own investing decisions. They don’t rely on retirement plan administrators and brokers to invest for them. They don’t lose sleep at night over the stock market’s performance. They invest in … Read More
