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          Self-directed IRAs are powerful retirement plans that allow account owners to use alternative investments, such as real estate and private equity, to build retirement wealth.

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          Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.

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Blog

older couple holding hands and walking along the beach together
November 10, 2022Scott MaurerIRS Rules and Regulations

How Does a Roth IRA Conversion Benefit You in Retirement?

Many people prefer the Roth IRA to other retirement savings plans. The income grows tax free, and distributions in retirement from a Roth IRA are tax free, as well. Distributions from the plan are not included in your income, which can greatly reduce your income tax liability … Read More

hand placing wood house in between other small wood houses illustrating steps to set up an IRA to invest in real estate
November 2, 2022Scott MaurerReal Estate IRA

Guide to Set Up an IRA to Buy Real Estate

Real estate IRAs are a favored strategy investors use to build tax-sheltered retirement income. Individuals who aren’t familiar with self-directed retirement plans are often excited to learn an IRA can own real estate. And, depending on what type of plan you use, you can earn tax-deferred income … Read More

Stacks of coins with colorful wooden houses on each stack representing rehab investments vs rentals in an IRA.
October 28, 2022Scott MaurerReal Estate IRA

Rehab Investments vs Rentals in an IRA During Rising Interest Rates and Inflation

The housing market is presenting a few challenges to consumers right now. The inventory is there (for the most part), but consumers are challenged with higher-than-average home costs combined with historically high inflation and interest rate hikes. At the same time, rent rates have also skyrocketed. So, … Read More

A hand dropping coins into a jar on a table next to stacks of coins representing fair market valuations on assets in your retirement plans.
October 19, 2022Scott MaurerIRS Rules and Regulations

2022 Fair Market Valuations on Assets in Your IRA and Solo 401(k)

It’s that time of year again. 2022 fair market valuations (FMVs) are required by the IRS for the assets in your retirement plan, as they are every year. These valuations must be assessed by the end of the income tax reporting year. You may be allowed to … Read More

An hourglass with blue sand falling to its bottom indicating the time limits for 2022 contributions and deadlines for retirement plans.
October 12, 2022Scott MaurerIRS Rules and Regulations

2022 Contribution Limits and Deadlines for Opening and Funding Retirement Plans

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 before the year ends. When it comes to retirement planning there are strategies that can maximize your savings benefits, … Read More

Man hammers into wood for his home rehab
October 6, 2022Scott MaurerIRS Rules and Regulations

IRA Rules Part 2: How to Avoid Prohibited Transactions in an IRA

Prohibited transactions are dealings your self-directed IRA must avoid to comply with IRS regulations that govern them. If you self-direct an IRA or solo 401(k), it is your responsibility to understand what these transactions entail and to avoid them at all costs. Failure to avoid prohibited transactions … Read More

Son and father with a laptop reading IRA rules on how to avoid dealings with disqualified persons in a self-directed IRA.
September 28, 2022Scott MaurerIRS Rules and Regulations

IRS Rules Part 1: Dealings with Disqualified Persons (Don’t Do It)

Investors who follow IRA rules set and enforced by the IRS have one thing in common: They rarely get in trouble with the IRS regarding their retirement accounts. One rule that's important for self-directed IRA owners is to avoid dealings with disqualified persons. Why? Because compliance with the IRS … Read More

A woman's and man's hands bumping fists to celebrate how they learned to partner their IRA funds with disqualified persons to invest.
September 22, 2022Scott MaurerIRS Rules and Regulations

How You Can Partner IRA Funds with a Disqualified Person

The IRS goes to great lengths to explain the prohibited transaction of your IRA dealing with disqualified persons. Prohibited transactions in your IRA can incur penalty, taxation, and even the loss of the tax-sheltered status of your account. However, there’s one tactic IRS regulations do allow that … Read More

Hands of two investors with laptops on a table researching how partnering your IRA funds with other IRAs to invest as a strategy to invest in rental property.
September 15, 2022Scott MaurerAlternative Investments

How to Partner Your IRA Funds with Other IRAs to Invest

Partnering funds to invest is not a new practice. Savvy investors pool funds for a few reasons. Doing so decreases an investor’s liability should the venture run amok. Partnerships also help individuals invest in lucrative assets they’re unable to acquire alone. This strategy also works if you … Read More

Handsome African American small business owner leaning against his desk, smiling because he loves the benefits of his self-directed solo 401(k).
September 8, 2022Scott MaurerPlans for Small Businesses

7 Benefits of Self-Directed Solo 401(k) Plans for Small Business Owners

Solo 401(k) plans allow corporations, partnerships, and sole proprietorships with no employees (aside from you, your spouse, and/or business partner) to make contributions toward retirement. Self-directed solo 401(k) plans give small business owners the freedom and control to choose their own assets and use alternative investments to … Read More

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